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
901
$448K ﹤0.01%
2,780
-162
902
$448K ﹤0.01%
22,558
-1,083
903
$448K ﹤0.01%
11,917
+1,832
904
$445K ﹤0.01%
8,974
+1,971
905
$444K ﹤0.01%
10,585
+1,069
906
$444K ﹤0.01%
3,981
+1,739
907
$442K ﹤0.01%
50,587
+2,246
908
$440K ﹤0.01%
10,313
+188
909
$440K ﹤0.01%
7,805
+710
910
$439K ﹤0.01%
8,129
-67
911
$437K ﹤0.01%
8,255
-360
912
$437K ﹤0.01%
2,827
+110
913
$437K ﹤0.01%
+28,091
914
$436K ﹤0.01%
+7,780
915
$436K ﹤0.01%
25,740
+343
916
$431K ﹤0.01%
11,413
917
$431K ﹤0.01%
20,020
+10,151
918
$430K ﹤0.01%
4,785
+315
919
$429K ﹤0.01%
4,248
+635
920
$428K ﹤0.01%
8,498
-111
921
$427K ﹤0.01%
2,062
-77
922
$426K ﹤0.01%
2,306
-68
923
$424K ﹤0.01%
+8,015
924
$424K ﹤0.01%
9,200
925
$420K ﹤0.01%
27,996
35 36
37
38 39