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
976
$361K ﹤0.01%
2,493
-179
977
$361K ﹤0.01%
5,267
978
$361K ﹤0.01%
+22,415
979
$360K ﹤0.01%
60,966
980
$360K ﹤0.01%
5,453
+191
981
$360K ﹤0.01%
5,233
+402
982
$360K ﹤0.01%
7,953
+89
983
$359K ﹤0.01%
6,769
+459
984
$356K ﹤0.01%
10,490
+10
985
$356K ﹤0.01%
4,827
-267
986
$355K ﹤0.01%
127
-39
987
$354K ﹤0.01%
64,260
-43,269
988
$353K ﹤0.01%
6,950
+2,251
989
$353K ﹤0.01%
9,034
+1,761
990
$352K ﹤0.01%
4,601
-1,501
991
$350K ﹤0.01%
53,735
+33,350
992
$348K ﹤0.01%
+8,358
993
$348K ﹤0.01%
63,603
+2,373
994
$346K ﹤0.01%
6,838
+1,282
995
$346K ﹤0.01%
15,242
996
$346K ﹤0.01%
7,165
-619
997
$345K ﹤0.01%
6,286
+2,963
998
$345K ﹤0.01%
+6,831
999
$344K ﹤0.01%
7,646
-466
1000
$344K ﹤0.01%
5,208
+1,608
38 39
40
41 42