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
1001
$344K ﹤0.01%
27,644
-999
1002
$342K ﹤0.01%
7,548
+419
1003
$341K ﹤0.01%
7,834
-225
1004
$340K ﹤0.01%
5,760
+2,120
1005
$340K ﹤0.01%
4,066
-1,591
1006
$338K ﹤0.01%
5,311
-849
1007
$337K ﹤0.01%
7,745
-191
1008
$335K ﹤0.01%
3,064
+760
1009
$333K ﹤0.01%
5,102
+372
1010
$331K ﹤0.01%
8,184
-542
1011
$330K ﹤0.01%
12,048
+455
1012
$330K ﹤0.01%
15,000
-36,137
1013
$328K ﹤0.01%
+1,557
1014
$326K ﹤0.01%
28,222
1015
$326K ﹤0.01%
3,665
+550
1016
$325K ﹤0.01%
+6,720
1017
$324K ﹤0.01%
13,445
-552
1018
$321K ﹤0.01%
62,350
+49,350
1019
$321K ﹤0.01%
8,531
+1,058
1020
$321K ﹤0.01%
140,250
+56,560
1021
$319K ﹤0.01%
13,154
-35,467
1022
$318K ﹤0.01%
12,020
+150
1023
$317K ﹤0.01%
6,640
-151
1024
$314K ﹤0.01%
+190,008
1025
$313K ﹤0.01%
2,641
+507
39 40
41
42 43