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
1101
$259K ﹤0.01%
12,467
1102
$258K ﹤0.01%
+624
1103
$258K ﹤0.01%
2,234
-310
1104
$258K ﹤0.01%
4,517
1105
$257K ﹤0.01%
2,967
1106
$255K ﹤0.01%
+5,730
1107
$255K ﹤0.01%
+9,115
1108
$254K ﹤0.01%
+9,774
1109
$253K ﹤0.01%
15,075
1110
$253K ﹤0.01%
29,646
-2,853
1111
$252K ﹤0.01%
2,737
-103
1112
$252K ﹤0.01%
6,384
-1,352
1113
$252K ﹤0.01%
1,486
-37
1114
$252K ﹤0.01%
+8,045
1115
$249K ﹤0.01%
12,948
+503
1116
$247K ﹤0.01%
+2,325
1117
$247K ﹤0.01%
+7,108
1118
$247K ﹤0.01%
5,566
1119
$247K ﹤0.01%
41,735
1120
$246K ﹤0.01%
+19,500
1121
$246K ﹤0.01%
23,064
+11,349
1122
$245K ﹤0.01%
4,213
+239
1123
$244K ﹤0.01%
5,635
1124
$242K ﹤0.01%
+937
1125
$242K ﹤0.01%
2,536
+219
43 44
45
46 47