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
1001
$142K ﹤0.01%
16,000
-1,880
1002
$141K ﹤0.01%
7,367
+2,722
1003
$136K ﹤0.01%
10,300
1004
$131K ﹤0.01%
11,000
+300
1005
$121K ﹤0.01%
13,400
+1,000
1006
$119K ﹤0.01%
20,102
+102
1007
$117K ﹤0.01%
10,000
1008
$117K ﹤0.01%
13,600
1009
$116K ﹤0.01%
52
-14
1010
$116K ﹤0.01%
+11,835
1011
$113K ﹤0.01%
11,930
+78
1012
$111K ﹤0.01%
+40
1013
$109K ﹤0.01%
28,749
+15,000
1014
$105K ﹤0.01%
24,315
+11,746
1015
$104K ﹤0.01%
17,642
+4,282
1016
$102K ﹤0.01%
14,930
1017
$102K ﹤0.01%
+1,008
1018
$86K ﹤0.01%
13,497
+775
1019
$81K ﹤0.01%
11,290
1020
$80K ﹤0.01%
1,320
-173
1021
$80K ﹤0.01%
3,735
1022
$78K ﹤0.01%
1,147
+47
1023
$77K ﹤0.01%
16,838
+3,788
1024
$77K ﹤0.01%
10,292
+15
1025
$76K ﹤0.01%
+11,305
39 40
41
42 43