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
976
$200K ﹤0.01%
+2,923
977
$200K ﹤0.01%
2,720
-692
978
$200K ﹤0.01%
+4,059
979
$200K ﹤0.01%
18,000
-10,129
980
$198K ﹤0.01%
10,519
-864
981
$196K ﹤0.01%
15,000
-5,000
982
$192K ﹤0.01%
6,041
-66
983
$185K ﹤0.01%
569
-105
984
$180K ﹤0.01%
2,075
+126
985
$178K ﹤0.01%
11,019
-1,076
986
$176K ﹤0.01%
11,271
+566
987
$170K ﹤0.01%
3,675
988
$170K ﹤0.01%
+10,686
989
$169K ﹤0.01%
10,241
-86
990
$168K ﹤0.01%
11,350
991
$167K ﹤0.01%
12,329
992
$166K ﹤0.01%
11,927
+47
993
$165K ﹤0.01%
13,859
+952
994
$158K ﹤0.01%
15,362
+227
995
$156K ﹤0.01%
28,795
+17,386
996
$153K ﹤0.01%
4,760
997
$152K ﹤0.01%
11,009
-400
998
$149K ﹤0.01%
59,924
-461
999
$147K ﹤0.01%
163
1000
$143K ﹤0.01%
11,435
+8
38 39
40
41 42