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
951
$390K ﹤0.01%
2,413
-2,450
952
$389K ﹤0.01%
43,955
+10,890
953
$388K ﹤0.01%
20,744
+4,984
954
$387K ﹤0.01%
29,919
-11,940
955
$387K ﹤0.01%
5,910
-1,972
956
$387K ﹤0.01%
11,182
+2,564
957
$386K ﹤0.01%
8,864
-3,187
958
$385K ﹤0.01%
+8,821
959
$385K ﹤0.01%
28,405
+2,025
960
$381K ﹤0.01%
5,741
-113
961
$381K ﹤0.01%
5,896
-378
962
$379K ﹤0.01%
3,455
+149
963
$374K ﹤0.01%
8,898
+2,445
964
$373K ﹤0.01%
8,009
-1,000
965
$373K ﹤0.01%
+7,243
966
$372K ﹤0.01%
+7,567
967
$370K ﹤0.01%
13,541
+46
968
$368K ﹤0.01%
3,973
+109
969
$368K ﹤0.01%
10,282
-1,561
970
$367K ﹤0.01%
4,005
971
$367K ﹤0.01%
9,439
-69
972
$366K ﹤0.01%
11,972
+395
973
$365K ﹤0.01%
10,907
+2,065
974
$363K ﹤0.01%
10,023
+2,356
975
$363K ﹤0.01%
5,878
-21,262
37 38
39
40 41