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
826
$570K ﹤0.01%
9,134
-443
827
$570K ﹤0.01%
13,859
-1,146
828
$569K ﹤0.01%
11,369
+207
829
$567K ﹤0.01%
35,100
+14,000
830
$566K ﹤0.01%
23,167
+3,874
831
$563K ﹤0.01%
10,807
+5,312
832
$563K ﹤0.01%
30,685
833
$563K ﹤0.01%
8,469
+4,849
834
$560K ﹤0.01%
71,818
+17,839
835
$560K ﹤0.01%
21,815
+9,237
836
$559K ﹤0.01%
119,004
837
$559K ﹤0.01%
3,006
-268
838
$554K ﹤0.01%
16,639
-118
839
$553K ﹤0.01%
29,500
840
$552K ﹤0.01%
+20,395
841
$544K ﹤0.01%
7,265
+246
842
$539K ﹤0.01%
11,822
-584
843
$536K ﹤0.01%
+40,647
844
$535K ﹤0.01%
+41,203
845
$530K ﹤0.01%
10,465
+996
846
$529K ﹤0.01%
13,786
+62
847
$528K ﹤0.01%
13,774
+53
848
$528K ﹤0.01%
16,656
+3,658
849
$528K ﹤0.01%
7,326
+1,916
850
$525K ﹤0.01%
10,935
-2,247
32 33
34
35 36