JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1051
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1052
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1053
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-37,335
1054
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1055
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1056
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-3,000
1057
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-5,570
1058
$0 ﹤0.01%
11,200
+1,200
1059
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-12,423
1060
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-10,093
1061
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-55,356
1062
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-20,000
1063
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-51,708
1064
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-43,032
1065
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-2,352
1066
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-150,887
1067
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-94,172
1068
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-13,647
1069
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-17,166
1070
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-3,438
1071
– –
-152,066
1072
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-10,376
1073
– –
-550
1074
– –
-1,335
1075
– –
-28,102
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44 45