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
926
$420K ﹤0.01%
3,222
-164
927
$419K ﹤0.01%
5,850
+122
928
$419K ﹤0.01%
24,686
+892
929
$418K ﹤0.01%
9,912
930
$418K ﹤0.01%
142,097
931
$416K ﹤0.01%
723
+12
932
$415K ﹤0.01%
6,930
-55
933
$415K ﹤0.01%
6,541
934
$413K ﹤0.01%
8,978
-925
935
$413K ﹤0.01%
2,024
+364
936
$409K ﹤0.01%
12,224
937
$409K ﹤0.01%
9,254
-10
938
$409K ﹤0.01%
4,900
+800
939
$408K ﹤0.01%
14,428
+1,682
940
$408K ﹤0.01%
+19,452
941
$403K ﹤0.01%
22,962
-1,256
942
$402K ﹤0.01%
8,233
+1,176
943
$402K ﹤0.01%
9,623
+3,730
944
$401K ﹤0.01%
5,479
+1,251
945
$398K ﹤0.01%
3,605
+687
946
$398K ﹤0.01%
3,386
+1,611
947
$398K ﹤0.01%
1,634
-24
948
$395K ﹤0.01%
17,491
+2,357
949
$393K ﹤0.01%
3,889
-1,136
950
$392K ﹤0.01%
4,931
-2,764
36 37
38
39 40