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
1201
$149K ﹤0.01%
+10,919
1202
$149K ﹤0.01%
+8,502
1203
$148K ﹤0.01%
+13,400
1204
$142K ﹤0.01%
+12,187
1205
$141K ﹤0.01%
10,781
1206
$138K ﹤0.01%
13,545
+3,247
1207
$138K ﹤0.01%
+13,323
1208
$131K ﹤0.01%
13,030
-4,248
1209
$126K ﹤0.01%
+11,600
1210
$122K ﹤0.01%
13,124
1211
$120K ﹤0.01%
25,006
1212
$120K ﹤0.01%
14,000
-1,000
1213
$119K ﹤0.01%
481
+311
1214
$116K ﹤0.01%
2,000
1215
$112K ﹤0.01%
10,000
1216
$105K ﹤0.01%
12,834
1217
$100K ﹤0.01%
24,620
+433
1218
$99K ﹤0.01%
+19,100
1219
$98K ﹤0.01%
40,400
+20,200
1220
$98K ﹤0.01%
2,926
-1,430
1221
$98K ﹤0.01%
20,211
+8,000
1222
$97K ﹤0.01%
+11,397
1223
$97K ﹤0.01%
+13,700
1224
$96K ﹤0.01%
25,219
+12,597
1225
$94K ﹤0.01%
13,277
+3,563
47 48
49
50 51