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
1151
$223K ﹤0.01%
+6,718
1152
$222K ﹤0.01%
4,885
-40
1153
$222K ﹤0.01%
12,579
1154
$221K ﹤0.01%
+9,328
1155
$220K ﹤0.01%
+9,633
1156
$220K ﹤0.01%
10,822
-381
1157
$220K ﹤0.01%
2,492
+347
1158
$219K ﹤0.01%
+6,311
1159
$218K ﹤0.01%
7,144
1160
$218K ﹤0.01%
7,615
-644
1161
$218K ﹤0.01%
15,404
+2,845
1162
$217K ﹤0.01%
+4,872
1163
$216K ﹤0.01%
4,050
-1,800
1164
$216K ﹤0.01%
+7,609
1165
$216K ﹤0.01%
3,459
-30
1166
$216K ﹤0.01%
2,590
-415
1167
$216K ﹤0.01%
2,400
-93
1168
$213K ﹤0.01%
+18,000
1169
$213K ﹤0.01%
+14,000
1170
$212K ﹤0.01%
+18,598
1171
$211K ﹤0.01%
6,196
-14
1172
$210K ﹤0.01%
4,000
1173
$210K ﹤0.01%
+6,938
1174
$209K ﹤0.01%
+2,414
1175
$209K ﹤0.01%
19,815
+1,579
45 46
47
48 49