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
1076
$274K ﹤0.01%
4,459
+1,045
1077
$273K ﹤0.01%
12,892
+3,340
1078
$272K ﹤0.01%
3,920
+360
1079
$272K ﹤0.01%
10,974
+261
1080
$269K ﹤0.01%
4,250
-150
1081
$268K ﹤0.01%
3,932
+865
1082
$268K ﹤0.01%
+8,696
1083
$267K ﹤0.01%
6,040
-368
1084
$267K ﹤0.01%
17,000
1085
$266K ﹤0.01%
5,212
+12
1086
$265K ﹤0.01%
6,740
+217
1087
$265K ﹤0.01%
15,453
-1,376
1088
$263K ﹤0.01%
12,591
+5
1089
$263K ﹤0.01%
+5,400
1090
$263K ﹤0.01%
200,649
+7,000
1091
$262K ﹤0.01%
4,734
-578
1092
$262K ﹤0.01%
7,716
-3,008
1093
$262K ﹤0.01%
7,692
+770
1094
$262K ﹤0.01%
9,934
+734
1095
$260K ﹤0.01%
2,832
+144
1096
$260K ﹤0.01%
8,323
-3,444
1097
$260K ﹤0.01%
5,909
+63
1098
$259K ﹤0.01%
7,514
+520
1099
$259K ﹤0.01%
10,024
-6,902
1100
$259K ﹤0.01%
+4,215
42 43
44
45 46