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
76
$31.8M 0.37%
589,508
+11,850
77
$31.7M 0.36%
484,518
+36,566
78
$31M 0.36%
328,969
+18,581
79
$30.9M 0.35%
398,337
+3,145
80
$30.7M 0.35%
725,324
+42,012
81
$29.5M 0.34%
334,835
+28,895
82
$29.2M 0.33%
210,308
-128,698
83
$28.7M 0.33%
296,901
+99,473
84
$28.6M 0.33%
710,556
-20,476
85
$28.6M 0.33%
254,494
+6,447
86
$28.5M 0.33%
212,513
-1,223
87
$28.4M 0.33%
589,798
+4,385
88
$28.3M 0.33%
355,257
+7,635
89
$27.8M 0.32%
717,941
+42,522
90
$27.6M 0.32%
148,227
+10,601
91
$27.2M 0.31%
222,962
+41,418
92
$27.1M 0.31%
413,832
+13,313
93
$26.9M 0.31%
810,891
+15,089
94
$26.8M 0.31%
630,436
+127,856
95
$25.8M 0.3%
474,240
+14,906
96
$25.3M 0.29%
412,701
-2,375
97
$25.3M 0.29%
236,735
+18,290
98
$25.3M 0.29%
336,635
+150,356
99
$25.2M 0.29%
813,521
+54,215
100
$24.7M 0.28%
392,296
+501
2 3
4
5 6