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
826
$318K ﹤0.01%
4,140
+848
827
$318K ﹤0.01%
4,870
-4,323
828
$317K ﹤0.01%
12,695
829
$317K ﹤0.01%
+6,521
830
$311K ﹤0.01%
2,515
831
$310K ﹤0.01%
10,134
+74
832
$309K ﹤0.01%
6,356
+1,029
833
$308K ﹤0.01%
13,454
-3,226
834
$305K ﹤0.01%
5,892
+42
835
$305K ﹤0.01%
+2,500
836
$304K ﹤0.01%
18,668
-894
837
$304K ﹤0.01%
14,934
-50,519
838
$303K ﹤0.01%
6,050
-742
839
$303K ﹤0.01%
6,480
-159
840
$303K ﹤0.01%
9,713
841
$302K ﹤0.01%
10,321
842
$301K ﹤0.01%
12,512
+150
843
$300K ﹤0.01%
11,666
+356
844
$300K ﹤0.01%
12,576
-476
845
$300K ﹤0.01%
5,505
+1,000
846
$297K ﹤0.01%
7,480
+1,250
847
$297K ﹤0.01%
5,183
-123
848
$297K ﹤0.01%
+8,300
849
$296K ﹤0.01%
7,900
850
$296K ﹤0.01%
4,377
+544
32 33
34
35 36