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
951
$214K ﹤0.01%
3,537
+12
952
$212K ﹤0.01%
+3,878
953
$212K ﹤0.01%
+6,085
954
$210K ﹤0.01%
+5,505
955
$210K ﹤0.01%
+8,177
956
$210K ﹤0.01%
6,774
-197
957
$210K ﹤0.01%
+6,539
958
$209K ﹤0.01%
7,920
+870
959
$209K ﹤0.01%
7,364
+85
960
$209K ﹤0.01%
5,784
-1,695
961
$208K ﹤0.01%
1,920
962
$208K ﹤0.01%
11,177
963
$208K ﹤0.01%
6,455
+1,130
964
$207K ﹤0.01%
39,755
+7,928
965
$207K ﹤0.01%
+6,243
966
$206K ﹤0.01%
4,256
-456
967
$204K ﹤0.01%
11,826
-600
968
$204K ﹤0.01%
+7,145
969
$204K ﹤0.01%
5,581
+100
970
$204K ﹤0.01%
+10,057
971
$203K ﹤0.01%
+16,926
972
$202K ﹤0.01%
8,865
-2,505
973
$201K ﹤0.01%
+3,257
974
$201K ﹤0.01%
6,150
-500
975
$201K ﹤0.01%
+9,236
37 38
39
40 41