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
1026
$313K ﹤0.01%
10,540
-1,236
1027
$312K ﹤0.01%
32,791
-195
1028
$312K ﹤0.01%
+5,022
1029
$310K ﹤0.01%
11,700
-9,700
1030
$309K ﹤0.01%
8,531
+153
1031
$309K ﹤0.01%
8,781
+866
1032
$307K ﹤0.01%
+7,858
1033
$307K ﹤0.01%
11,883
+237
1034
$306K ﹤0.01%
4,582
+5
1035
$304K ﹤0.01%
5,863
-700
1036
$302K ﹤0.01%
+11,131
1037
$301K ﹤0.01%
1,657
-23,880
1038
$301K ﹤0.01%
13,727
1039
$300K ﹤0.01%
6,148
+98
1040
$300K ﹤0.01%
12,579
+104
1041
$299K ﹤0.01%
+23,990
1042
$298K ﹤0.01%
15,263
-393
1043
$298K ﹤0.01%
4,150
-273
1044
$297K ﹤0.01%
2,087
-4
1045
$295K ﹤0.01%
15,464
-3,551
1046
$294K ﹤0.01%
9,505
+2,375
1047
$294K ﹤0.01%
+5,175
1048
$294K ﹤0.01%
4,733
-331
1049
$293K ﹤0.01%
9,510
1050
$293K ﹤0.01%
12,945
+228
40 41
42
43 44