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
776
$674K ﹤0.01%
12,348
-56
777
$673K ﹤0.01%
9,612
-3,747
778
$664K ﹤0.01%
9,938
-80
779
$661K ﹤0.01%
11,667
-137
780
$660K ﹤0.01%
40,167
+4,988
781
$659K ﹤0.01%
14,118
+2,053
782
$654K ﹤0.01%
+8,832
783
$652K ﹤0.01%
5,354
-145
784
$649K ﹤0.01%
12,568
-1,302
785
$648K ﹤0.01%
9,736
-11
786
$648K ﹤0.01%
24,665
787
$646K ﹤0.01%
+21,121
788
$643K ﹤0.01%
30,020
+15,409
789
$641K ﹤0.01%
2,386
+148
790
$632K ﹤0.01%
17,982
-1,568
791
$631K ﹤0.01%
6,581
+528
792
$631K ﹤0.01%
+18,355
793
$629K ﹤0.01%
5,846
794
$627K ﹤0.01%
19,462
+2,689
795
$626K ﹤0.01%
12,261
+2,862
796
$626K ﹤0.01%
10,305
+2,400
797
$625K ﹤0.01%
14,018
798
$621K ﹤0.01%
7,463
+23
799
$616K ﹤0.01%
5,024
+26
800
$614K ﹤0.01%
3,916
-109
30 31
32
33 34