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
851
$295K ﹤0.01%
16,436
-1,740
852
$295K ﹤0.01%
3,838
+163
853
$292K ﹤0.01%
3,325
-25
854
$291K ﹤0.01%
34,239
+270
855
$290K ﹤0.01%
2,684
-157
856
$290K ﹤0.01%
4,127
-1,366
857
$289K ﹤0.01%
10,242
-1,590
858
$289K ﹤0.01%
14,530
859
$289K ﹤0.01%
8,500
-57
860
$288K ﹤0.01%
6,403
-1,468
861
$288K ﹤0.01%
6,296
862
$287K ﹤0.01%
6,498
+1,351
863
$285K ﹤0.01%
8,540
+1,961
864
$285K ﹤0.01%
4,812
-11,765
865
$285K ﹤0.01%
3,371
+418
866
$284K ﹤0.01%
+9,427
867
$284K ﹤0.01%
1,202
-1,310
868
$283K ﹤0.01%
+6,863
869
$282K ﹤0.01%
7,317
-227
870
$282K ﹤0.01%
+5,992
871
$282K ﹤0.01%
6,015
+478
872
$281K ﹤0.01%
5,465
873
$281K ﹤0.01%
+4,896
874
$281K ﹤0.01%
7,555
-274
875
$276K ﹤0.01%
548,520
+87,560
33 34
35
36 37