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
1076
– –
-6,428
1077
– –
-92,794
1078
– –
-2,785
1079
– –
-14,119
1080
– –
-17,099
1081
– –
-70,481
1082
– –
-5,020
1083
– –
-20,976
1084
– –
-2,191,824
1085
– –
-26,220
1086
– –
-25,216
1087
– –
-8,448
1088
– –
-7,581
1089
– –
-14,970
1090
– –
-46,416
1091
– –
-2,755
1092
– –
-154,704
1093
– –
-2,857
1094
– –
-152,066
1095
– –
-27,925
1096
– –
-16,280
1097
– –
-6,635
1098
– –
-7,500
1099
– –
-9,668
1100
– –
-15,000
42 43
44
45 46