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
876
$275K ﹤0.01%
2,007
+630
877
$275K ﹤0.01%
8,950
+145
878
$274K ﹤0.01%
+3,959
879
$273K ﹤0.01%
5,584
-194
880
$272K ﹤0.01%
5,036
+728
881
$271K ﹤0.01%
10,627
+308
882
$268K ﹤0.01%
5,194
+111
883
$268K ﹤0.01%
6,374
+463
884
$267K ﹤0.01%
+30,329
885
$267K ﹤0.01%
3,819
-521
886
$264K ﹤0.01%
4,468
+176
887
$264K ﹤0.01%
1,831
-1,460
888
$263K ﹤0.01%
4,086
-162
889
$263K ﹤0.01%
+9,683
890
$262K ﹤0.01%
6,497
891
$262K ﹤0.01%
4,400
-694
892
$262K ﹤0.01%
3,011
+280
893
$261K ﹤0.01%
9,086
-250
894
$261K ﹤0.01%
7,379
+65
895
$259K ﹤0.01%
4,245
+33
896
$258K ﹤0.01%
+7,589
897
$258K ﹤0.01%
2,807
898
$257K ﹤0.01%
2,858
-75
899
$254K ﹤0.01%
6,376
-337
900
$252K ﹤0.01%
3,640
-267
34 35
36
37 38