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
101
$35.3M 0.24%
271,967
+30,107
102
$35.2M 0.24%
557,192
+81,856
103
$35.2M 0.24%
634,910
+40,604
104
$34.9M 0.24%
319,282
+15,421
105
$34.6M 0.23%
477,455
-21,003
106
$34.3M 0.23%
63,290
+1,667
107
$34M 0.23%
713,391
-100,034
108
$33.3M 0.23%
546,698
-121,664
109
$33.3M 0.23%
247,926
+4,411
110
$33.2M 0.22%
559,287
+204,793
111
$33M 0.22%
232,699
+17,632
112
$32.4M 0.22%
303,576
+87,913
113
$31.9M 0.22%
376,004
+33,650
114
$31.8M 0.22%
1,019,535
-17,958
115
$30.9M 0.21%
431,434
+58,516
116
$30.9M 0.21%
532,906
-125,504
117
$30.7M 0.21%
142,389
-8,411
118
$30.6M 0.21%
370,573
-4,215
119
$30.6M 0.21%
121,654
-71,180
120
$29.5M 0.2%
723,442
+36,192
121
$29M 0.2%
211,392
+17,271
122
$28.1M 0.19%
4,354,550
+1,100
123
$28.1M 0.19%
362,554
-65,981
124
$27.5M 0.19%
199,776
-2,187
125
$27.4M 0.19%
353,111
+4,387
3 4
5
6 7