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
1101
– –
-10,428
1102
– –
-180
1103
– –
-31,000
1104
– –
-66,667
1105
– –
-3,433
1106
– –
-12,607
1107
– –
-20,544
1108
– –
-20,354
1109
– –
-31,794
1110
– –
-7,327
1111
– –
-128,542
1112
– –
-3,432
1113
– –
-19,651
1114
– –
-602,771
1115
– –
-120,323
1116
– –
-70,795
1117
– –
-5,400
1118
– –
-210,222
1119
– –
-3,414
1120
– –
-48,702
1121
– –
-238,033
1122
– –
-104,000
1123
– –
-19,373
1124
– –
-9,767
1125
– –
-372,567
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45
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