JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.72B
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$76.3M
2
+$38.2M
3
+$35.6M
4
AIG icon
American International
AIG
+$28.6M
5
BNS icon
Scotiabank
BNS
+$19.9M

Top Sells

1
+$134M
2
+$132M
3
+$33.2M
4
T icon
AT&T
T
+$22.5M
5
DD icon
DuPont de Nemours
DD
+$19.5M

Sector Composition

1 Technology 13.54%
2 Healthcare 11.75%
3 Financials 11.74%
4 Industrials 8.63%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$429K ﹤0.01%
5,881
-2,821
727
$428K ﹤0.01%
9,350
-2,726
728
$427K ﹤0.01%
11,336
-506
729
$426K ﹤0.01%
8,456
+3,966
730
$424K ﹤0.01%
10,150
-700
731
$424K ﹤0.01%
16,050
732
$423K ﹤0.01%
17,210
-3,040
733
$423K ﹤0.01%
2,974
+446
734
$422K ﹤0.01%
3,957
-115
735
$420K ﹤0.01%
13,506
+1,561
736
$419K ﹤0.01%
14,734
+12
737
$419K ﹤0.01%
6,311
+137
738
$418K ﹤0.01%
11,005
739
$415K ﹤0.01%
11,200
740
$415K ﹤0.01%
11,444
-4,970
741
$414K ﹤0.01%
20,923
-2,000
742
$414K ﹤0.01%
27,268
+798
743
$413K ﹤0.01%
9,317
-289
744
$413K ﹤0.01%
55,593
+30,567
745
$412K ﹤0.01%
+13,450
746
$411K ﹤0.01%
18,093
+4,462
747
$411K ﹤0.01%
3,497
+1,284
748
$407K ﹤0.01%
565
+202
749
$406K ﹤0.01%
11,100
-200
750
$406K ﹤0.01%
5,736
+25
28 29
30
31 32