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
1126
$242K ﹤0.01%
8,162
+145
1127
$242K ﹤0.01%
8,782
+296
1128
$241K ﹤0.01%
15,630
+4,070
1129
$241K ﹤0.01%
9,114
-792
1130
$240K ﹤0.01%
39,438
1131
$240K ﹤0.01%
+12,088
1132
$240K ﹤0.01%
5,684
-1,996
1133
$239K ﹤0.01%
4,896
-90
1134
$237K ﹤0.01%
8,027
+1,859
1135
$237K ﹤0.01%
20,000
1136
$236K ﹤0.01%
+10,000
1137
$235K ﹤0.01%
7,620
-570
1138
$235K ﹤0.01%
12,959
+1,745
1139
$233K ﹤0.01%
+6,750
1140
$231K ﹤0.01%
10,273
-27,715
1141
$230K ﹤0.01%
507
+105
1142
$229K ﹤0.01%
+5,512
1143
$228K ﹤0.01%
4,383
-8,682
1144
$228K ﹤0.01%
+1,332
1145
$228K ﹤0.01%
3,777
1146
$226K ﹤0.01%
+4,515
1147
$226K ﹤0.01%
5,533
+204
1148
$226K ﹤0.01%
9,098
1149
$225K ﹤0.01%
+10,751
1150
$225K ﹤0.01%
23,335
-2,510
44 45
46
47 48