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
1026
$75K ﹤0.01%
+195
1027
$65K ﹤0.01%
1,325
1028
$65K ﹤0.01%
831
+402
1029
$61K ﹤0.01%
+21,379
1030
$58K ﹤0.01%
+11,795
1031
$55K ﹤0.01%
20,000
1032
$54K ﹤0.01%
+10,000
1033
$30K ﹤0.01%
+12,856
1034
$26K ﹤0.01%
25,000
1035
$19K ﹤0.01%
29
+10
1036
$14K ﹤0.01%
4
1037
$11K ﹤0.01%
10,072
1038
$11K ﹤0.01%
1,000
1039
$9K ﹤0.01%
500
1040
– –
-12,423
1041
$0 ﹤0.01%
11,200
+1,200
1042
– –
-5,570
1043
– –
-3,000
1044
– –
-21,030
1045
– –
-17,234
1046
– –
-37,335
1047
– –
-23,718
1048
– –
-11,600
1049
– –
-16,000
1050
– –
-10,194
40 41
42
43 44