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
1176
$208K ﹤0.01%
2,958
1177
$208K ﹤0.01%
3,660
-3,542
1178
$208K ﹤0.01%
5,275
+300
1179
$206K ﹤0.01%
1,863
1180
$206K ﹤0.01%
+3,597
1181
$205K ﹤0.01%
+7,308
1182
$205K ﹤0.01%
+8,880
1183
$204K ﹤0.01%
+880
1184
$202K ﹤0.01%
+11,629
1185
$202K ﹤0.01%
1,159
-534
1186
$201K ﹤0.01%
17,873
-226
1187
$200K ﹤0.01%
12,489
+139
1188
$200K ﹤0.01%
+2,705
1189
$196K ﹤0.01%
10,000
1190
$190K ﹤0.01%
3,486
+1,029
1191
$185K ﹤0.01%
5,237
1192
$174K ﹤0.01%
19,153
+4,754
1193
$172K ﹤0.01%
+2,800
1194
$172K ﹤0.01%
10,626
-10,823
1195
$167K ﹤0.01%
41,600
+20,500
1196
$167K ﹤0.01%
11,443
1197
$166K ﹤0.01%
22,285
+483
1198
$163K ﹤0.01%
15,122
1199
$162K ﹤0.01%
+13,815
1200
$157K ﹤0.01%
21,249
46 47
48
49 50