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
901
$252K ﹤0.01%
6,064
+196
902
$252K ﹤0.01%
1,950
-15
903
$251K ﹤0.01%
4,310
-1
904
$251K ﹤0.01%
+15,426
905
$251K ﹤0.01%
6,335
+5
906
$251K ﹤0.01%
7,898
-124
907
$251K ﹤0.01%
17,673
+1,506
908
$250K ﹤0.01%
25,365
+106
909
$249K ﹤0.01%
10,466
-146
910
$249K ﹤0.01%
3,884
+748
911
$248K ﹤0.01%
+2,204
912
$247K ﹤0.01%
25,605
-6,400
913
$247K ﹤0.01%
9,002
-142
914
$247K ﹤0.01%
2,975
915
$246K ﹤0.01%
607
+4
916
$246K ﹤0.01%
7,140
917
$245K ﹤0.01%
12,682
-682
918
$244K ﹤0.01%
4,581
+253
919
$243K ﹤0.01%
+3,847
920
$243K ﹤0.01%
19,359
921
$241K ﹤0.01%
28,740
922
$241K ﹤0.01%
+14,564
923
$239K ﹤0.01%
5,244
924
$238K ﹤0.01%
+9,299
925
$238K ﹤0.01%
2,064
-497
35 36
37
38 39