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
$8.72B
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$76.3M
2
+$38.2M
3
+$35.6M
4
AIG icon
American International
AIG
+$28.6M
5
BNS icon
Scotiabank
BNS
+$19.9M

Top Sells

1
+$134M
2
+$132M
3
+$33.2M
4
T icon
AT&T
T
+$22.5M
5
DD icon
DuPont de Nemours
DD
+$19.5M

Sector Composition

1 Technology 13.54%
2 Healthcare 11.75%
3 Financials 11.74%
4 Industrials 8.63%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24.7M 0.28%
1,857,890
+138,150
102
$24.1M 0.28%
115,667
+14,354
103
$24M 0.27%
461,956
+18,449
104
$23.9M 0.27%
307,102
-922
105
$23.8M 0.27%
1,097,440
-110,260
106
$23.6M 0.27%
317,023
+14,203
107
$22.8M 0.26%
75,011
+21,811
108
$22.7M 0.26%
283,741
+8,297
109
$22.7M 0.26%
372,127
-134,468
110
$22.7M 0.26%
347,240
+11,650
111
$22.6M 0.26%
291,019
-75,289
112
$22.1M 0.25%
506,439
-18,437
113
$21.5M 0.25%
649,821
+68,080
114
$20.2M 0.23%
189,407
-3,654
115
$20.1M 0.23%
193,473
-14,362
116
$20.1M 0.23%
312,909
+3,933
117
$19.9M 0.23%
176,245
-2,706
118
$19.9M 0.23%
+402,641
119
$19.9M 0.23%
590,575
-13,106
120
$19.7M 0.23%
259,059
-3,625
121
$19.5M 0.22%
75,700
-1,100
122
$19.5M 0.22%
276,228
+5,897
123
$18.7M 0.21%
786,922
+25,464
124
$18.2M 0.21%
190,046
+4,462
125
$18.2M 0.21%
259,974
+40,776
3 4
5
6 7