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
1226
$93K ﹤0.01%
20,000
-5,000
1227
$91K ﹤0.01%
2,019
-390
1228
$88K ﹤0.01%
11,020
+500
1229
$87K ﹤0.01%
158,750
+12,500
1230
$86K ﹤0.01%
14,849
+2,344
1231
$84K ﹤0.01%
12,100
1232
$84K ﹤0.01%
19,346
+4,620
1233
$83K ﹤0.01%
10,544
-5,000
1234
$82K ﹤0.01%
+10,000
1235
$82K ﹤0.01%
34,500
+17,250
1236
$81K ﹤0.01%
+17,000
1237
$76K ﹤0.01%
27,908
1238
$75K ﹤0.01%
2,500
1239
$74K ﹤0.01%
41,250
+19,226
1240
$72K ﹤0.01%
14,900
1241
$68K ﹤0.01%
28,055
1242
$66K ﹤0.01%
15,439
1243
$64K ﹤0.01%
6,500
1244
$62K ﹤0.01%
24,050
+10,500
1245
$62K ﹤0.01%
5,386
1246
$61K ﹤0.01%
22,090
-6,485
1247
$60K ﹤0.01%
40,000
1248
$57K ﹤0.01%
+1,963
1249
$55K ﹤0.01%
1,542
1250
$52K ﹤0.01%
2,517
+2
48 49
50
51 52