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
876
$493K ﹤0.01%
9,065
+45
877
$492K ﹤0.01%
8,234
+1,471
878
$490K ﹤0.01%
65,200
879
$490K ﹤0.01%
9,969
880
$487K ﹤0.01%
49,760
+1,125
881
$485K ﹤0.01%
28,778
+3,662
882
$484K ﹤0.01%
+53,876
883
$482K ﹤0.01%
12,137
+3,666
884
$482K ﹤0.01%
24,676
-1,567
885
$480K ﹤0.01%
58,924
-1,076
886
$470K ﹤0.01%
3,436
-8
887
$469K ﹤0.01%
4,503
+360
888
$468K ﹤0.01%
9,091
+3,577
889
$467K ﹤0.01%
70,528
+1,303
890
$467K ﹤0.01%
5,584
+61
891
$466K ﹤0.01%
17,997
+6,890
892
$466K ﹤0.01%
+5,942
893
$466K ﹤0.01%
15,619
-584,312
894
$465K ﹤0.01%
53,761
-92
895
$460K ﹤0.01%
13,552
-1,007
896
$458K ﹤0.01%
19,891
+2,220
897
$458K ﹤0.01%
26,118
-2,002
898
$454K ﹤0.01%
34,593
-1,216
899
$452K ﹤0.01%
36,367
-30,100
900
$449K ﹤0.01%
18,325
-16,273
34 35
36
37 38