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
76
$46.7M 0.32%
511,671
-86,909
77
$45.5M 0.31%
237,478
-1,854
78
$44.7M 0.3%
690,422
+125,508
79
$44.7M 0.3%
159,118
+4,269
80
$44.5M 0.3%
419,949
+137,444
81
$43.9M 0.3%
807,357
-378
82
$42.5M 0.29%
810,109
-47,110
83
$42.3M 0.29%
696,346
-18,207
84
$41.4M 0.28%
463,814
-94,495
85
$41.4M 0.28%
613,728
-304,897
86
$41.3M 0.28%
765,896
+64,415
87
$41.3M 0.28%
639,494
-148,279
88
$41.2M 0.28%
547,066
+20,361
89
$40.9M 0.28%
1,379,613
+384,453
90
$40.6M 0.27%
745,789
-236,339
91
$40M 0.27%
980,608
-9,156
92
$39.9M 0.27%
310,672
+35,446
93
$39.1M 0.26%
480,890
+68,209
94
$38.5M 0.26%
439,407
+2,143
95
$38.1M 0.26%
833,320
+14,970
96
$37.2M 0.25%
857,009
+54,921
97
$36.5M 0.25%
176,883
+2,004
98
$36.2M 0.24%
199,943
+4,780
99
$36M 0.24%
467,590
+39,107
100
$35.3M 0.24%
354,898
+17,357
2 3
4
5 6