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
751
$711K ﹤0.01%
14,320
-34,541
752
$710K ﹤0.01%
39,967
+7,115
753
$710K ﹤0.01%
8,942
+2,764
754
$710K ﹤0.01%
3,043
+955
755
$709K ﹤0.01%
15,495
+4,707
756
$708K ﹤0.01%
+4,869
757
$707K ﹤0.01%
13,318
-711
758
$706K ﹤0.01%
18,704
+2,988
759
$704K ﹤0.01%
30,404
-1,102
760
$704K ﹤0.01%
26,513
+6,621
761
$703K ﹤0.01%
35,437
762
$702K ﹤0.01%
3,507
+35
763
$697K ﹤0.01%
4,617
+144
764
$695K ﹤0.01%
5,727
+842
765
$693K ﹤0.01%
37,168
+4,804
766
$693K ﹤0.01%
6,921
-753
767
$690K ﹤0.01%
+10,474
768
$688K ﹤0.01%
14,593
-335
769
$688K ﹤0.01%
40,276
+14,637
770
$686K ﹤0.01%
7,103
+163
771
$683K ﹤0.01%
3,427
-288
772
$680K ﹤0.01%
7,080
+136
773
$679K ﹤0.01%
16,847
+325
774
$678K ﹤0.01%
19,422
+60
775
$677K ﹤0.01%
17,758
+6,696
29 30
31
32 33