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
$14.8B
AUM Growth
-$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,419
New
Increased
Reduced
Closed

Top Buys

1
+$90.7M
2
+$79.4M
3
+$26.3M
4
BNS icon
Scotiabank
BNS
+$23.5M
5
C icon
Citigroup
C
+$22.4M

Top Sells

1
+$140M
2
+$127M
3
+$104M
4
VTV icon
Vanguard Value ETF
VTV
+$91.2M
5
AVGO icon
Broadcom
AVGO
+$77.3M

Sector Composition

1 Technology 13.71%
2 Financials 11.08%
3 Healthcare 9.42%
4 Industrials 6.71%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$749K 0.01%
15,080
-15,080
727
$746K 0.01%
12,075
+638
728
$746K 0.01%
34,671
+5,616
729
$745K 0.01%
2,921
-712
730
$741K 0.01%
48,091
+23,726
731
$738K 0.01%
15,292
+2,123
732
$738K 0.01%
15,209
733
$737K 0.01%
5,600
-2,172
734
$736K 0.01%
6,988
+428
735
$736K 0.01%
37,102
+3,095
736
$732K 0.01%
44,046
+300
737
$731K ﹤0.01%
25,443
-1,332
738
$731K ﹤0.01%
5,274
+443
739
$731K ﹤0.01%
49,850
+16,770
740
$730K ﹤0.01%
13,838
+4,878
741
$729K ﹤0.01%
8,765
742
$726K ﹤0.01%
7,231
+57
743
$726K ﹤0.01%
5,474
-60
744
$722K ﹤0.01%
52,251
+9,797
745
$720K ﹤0.01%
11,619
+3,086
746
$716K ﹤0.01%
20,962
747
$716K ﹤0.01%
40,632
+1,257
748
$714K ﹤0.01%
38,312
+129
749
$714K ﹤0.01%
+27,445
750
$713K ﹤0.01%
17,092
+863
28 29
30
31 32