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
1051
$292K ﹤0.01%
+1,070
1052
$291K ﹤0.01%
16,990
1053
$290K ﹤0.01%
+16,139
1054
$290K ﹤0.01%
12,089
-4,455
1055
$290K ﹤0.01%
25,592
-420
1056
$289K ﹤0.01%
1,647
+12
1057
$288K ﹤0.01%
5,074
-4,114
1058
$287K ﹤0.01%
+11,069
1059
$287K ﹤0.01%
18,227
+4,682
1060
$286K ﹤0.01%
3,534
-790
1061
$285K ﹤0.01%
+10,988
1062
$285K ﹤0.01%
9,568
-753
1063
$285K ﹤0.01%
5,928
+146
1064
$284K ﹤0.01%
+3,841
1065
$283K ﹤0.01%
+23,901
1066
$283K ﹤0.01%
15,332
-26,865
1067
$280K ﹤0.01%
+3,253
1068
$280K ﹤0.01%
6,926
-233
1069
$279K ﹤0.01%
4,954
1070
$278K ﹤0.01%
14,204
-16,600
1071
$276K ﹤0.01%
12,619
-1,455
1072
$276K ﹤0.01%
+980
1073
$275K ﹤0.01%
3,291
-294
1074
$274K ﹤0.01%
+3,189
1075
$274K ﹤0.01%
6,004
41 42
43
44 45