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
776
$372K ﹤0.01%
45,005
-13,520
777
$372K ﹤0.01%
7,558
778
$370K ﹤0.01%
7,432
+716
779
$369K ﹤0.01%
6,195
+4
780
$367K ﹤0.01%
17,888
-4,213
781
$366K ﹤0.01%
4,508
782
$364K ﹤0.01%
13,990
-1,179
783
$364K ﹤0.01%
8,224
+674
784
$363K ﹤0.01%
18,231
+61
785
$361K ﹤0.01%
13,295
786
$359K ﹤0.01%
3,360
-441
787
$356K ﹤0.01%
15,705
-16,220
788
$355K ﹤0.01%
23,780
+1,006
789
$354K ﹤0.01%
+18,290
790
$353K ﹤0.01%
11,094
+368
791
$352K ﹤0.01%
8,860
+942
792
$352K ﹤0.01%
56,992
+36,992
793
$350K ﹤0.01%
7,230
+660
794
$350K ﹤0.01%
8,685
+1,886
795
$350K ﹤0.01%
+11,621
796
$345K ﹤0.01%
13,360
+250
797
$344K ﹤0.01%
+15,800
798
$343K ﹤0.01%
5,889
+900
799
$341K ﹤0.01%
8,017
800
$340K ﹤0.01%
17,987
+329
30 31
32
33 34