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
751
$406K ﹤0.01%
71,515
+2,145
752
$406K ﹤0.01%
9,735
+27
753
$404K ﹤0.01%
26,333
+5,654
754
$401K ﹤0.01%
+1,061
755
$401K ﹤0.01%
5,880
756
$400K ﹤0.01%
3,532
-318
757
$400K ﹤0.01%
4,486
-996
758
$394K ﹤0.01%
44,340
-6,227
759
$392K ﹤0.01%
5,410
+1,336
760
$392K ﹤0.01%
14,216
+30
761
$390K ﹤0.01%
9,922
+1,125
762
$389K ﹤0.01%
27,032
+233
763
$384K ﹤0.01%
25,760
+115
764
$383K ﹤0.01%
6,808
-1,575
765
$382K ﹤0.01%
25,720
+5,500
766
$381K ﹤0.01%
15,856
767
$380K ﹤0.01%
11,190
+21
768
$379K ﹤0.01%
4,800
769
$378K ﹤0.01%
+10,311
770
$378K ﹤0.01%
14,350
-1,600
771
$378K ﹤0.01%
3,039
-13,849
772
$375K ﹤0.01%
19,562
+9
773
$374K ﹤0.01%
14,731
+280
774
$374K ﹤0.01%
10,705
+5,174
775
$374K ﹤0.01%
12,090
-6,553
29 30
31
32 33