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
926
$237K ﹤0.01%
1,337
-217
927
$236K ﹤0.01%
+3,957
928
$236K ﹤0.01%
+6,798
929
$236K ﹤0.01%
1,234
+44
930
$235K ﹤0.01%
11,294
-22,704
931
$234K ﹤0.01%
+22,461
932
$233K ﹤0.01%
4,129
-691
933
$229K ﹤0.01%
+9,358
934
$228K ﹤0.01%
2,088
-53
935
$226K ﹤0.01%
5,168
-3,300
936
$226K ﹤0.01%
5,625
+3
937
$225K ﹤0.01%
+111
938
$225K ﹤0.01%
+3,355
939
$225K ﹤0.01%
9,761
940
$224K ﹤0.01%
4,106
941
$223K ﹤0.01%
16,966
942
$222K ﹤0.01%
130,373
943
$221K ﹤0.01%
+4,558
944
$220K ﹤0.01%
8,710
945
$219K ﹤0.01%
6,086
-3,388
946
$218K ﹤0.01%
3,881
-4,511
947
$218K ﹤0.01%
12,017
-15,983
948
$217K ﹤0.01%
+1,585
949
$216K ﹤0.01%
7,774
+115
950
$216K ﹤0.01%
+1,830
36 37
38
39 40