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
851
$522K ﹤0.01%
11,393
+649
852
$522K ﹤0.01%
6,938
+914
853
$521K ﹤0.01%
20,242
854
$521K ﹤0.01%
6,408
+162
855
$520K ﹤0.01%
4,038
+187
856
$520K ﹤0.01%
+10,373
857
$519K ﹤0.01%
85,000
+34,000
858
$518K ﹤0.01%
4,424
+184
859
$518K ﹤0.01%
9,319
+573
860
$515K ﹤0.01%
40,444
+3,724
861
$512K ﹤0.01%
11,439
+1,077
862
$511K ﹤0.01%
57,185
+3,266
863
$510K ﹤0.01%
45,061
+29,027
864
$510K ﹤0.01%
24,832
+1,054
865
$510K ﹤0.01%
6,202
+2,965
866
$510K ﹤0.01%
24,453
-495
867
$506K ﹤0.01%
5,930
-185
868
$505K ﹤0.01%
33,371
+18,465
869
$503K ﹤0.01%
14,352
+69
870
$502K ﹤0.01%
15,792
+2,415
871
$502K ﹤0.01%
4,350
-450
872
$502K ﹤0.01%
15,630
+4,942
873
$496K ﹤0.01%
25,000
874
$496K ﹤0.01%
9,424
+374
875
$496K ﹤0.01%
+12,005
33 34
35
36 37