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
801
$339K ﹤0.01%
509
+179
802
$339K ﹤0.01%
2,852
+348
803
$339K ﹤0.01%
7,383
804
$338K ﹤0.01%
+7,781
805
$338K ﹤0.01%
+8,434
806
$337K ﹤0.01%
8,703
+1,120
807
$337K ﹤0.01%
33,700
-452
808
$336K ﹤0.01%
9,862
+1,511
809
$336K ﹤0.01%
7,054
-376,108
810
$334K ﹤0.01%
7,378
-53
811
$333K ﹤0.01%
+7,273
812
$333K ﹤0.01%
4,890
+450
813
$333K ﹤0.01%
8,192
-257
814
$332K ﹤0.01%
5,222
+504
815
$332K ﹤0.01%
5,045
+305
816
$330K ﹤0.01%
45,743
+2,866
817
$330K ﹤0.01%
2,622
-4
818
$329K ﹤0.01%
21,435
819
$328K ﹤0.01%
3,974
820
$326K ﹤0.01%
6,915
821
$322K ﹤0.01%
6,111
-4,113
822
$322K ﹤0.01%
3,945
-161
823
$321K ﹤0.01%
4,324
+1,235
824
$319K ﹤0.01%
2,777
+65
825
$318K ﹤0.01%
13,400
+5
31 32
33
34 35