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
801
$614K ﹤0.01%
10,295
+132
802
$609K ﹤0.01%
12,250
803
$607K ﹤0.01%
29,393
+10,453
804
$606K ﹤0.01%
9,525
+556
805
$604K ﹤0.01%
5,282
+1,131
806
$602K ﹤0.01%
20,130
807
$601K ﹤0.01%
40,342
+1,342
808
$599K ﹤0.01%
7,154
+712
809
$598K ﹤0.01%
7,918
-4,578
810
$594K ﹤0.01%
28,533
+46
811
$594K ﹤0.01%
+7,464
812
$592K ﹤0.01%
11,751
813
$592K ﹤0.01%
+60,000
814
$590K ﹤0.01%
5,256
+1,595
815
$587K ﹤0.01%
+33,032
816
$587K ﹤0.01%
10,585
-359
817
$585K ﹤0.01%
12,867
+1,589
818
$583K ﹤0.01%
4,215
819
$578K ﹤0.01%
4,362
+547
820
$578K ﹤0.01%
73,200
821
$577K ﹤0.01%
7,117
+4,503
822
$576K ﹤0.01%
28,043
+4,853
823
$576K ﹤0.01%
12,589
+2,660
824
$576K ﹤0.01%
700
-6
825
$574K ﹤0.01%
6,785
-111,010
31 32
33
34 35