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
1251
$52K ﹤0.01%
833
1252
$48K ﹤0.01%
+10,405
1253
$47K ﹤0.01%
+12,571
1254
$47K ﹤0.01%
1,099
1255
$46K ﹤0.01%
12,504
+2
1256
$46K ﹤0.01%
+10,000
1257
$44K ﹤0.01%
+20,000
1258
$40K ﹤0.01%
500
1259
$37K ﹤0.01%
20,000
1260
$34K ﹤0.01%
+2,250
1261
$34K ﹤0.01%
17,550
+8,775
1262
$32K ﹤0.01%
15,357
1263
$28K ﹤0.01%
+563
1264
$26K ﹤0.01%
+11,200
1265
$24K ﹤0.01%
1,102
1266
$23K ﹤0.01%
+600
1267
$22K ﹤0.01%
+16,600
1268
$17K ﹤0.01%
222
1269
$16K ﹤0.01%
42,500
+21,200
1270
$14K ﹤0.01%
+10,000
1271
$10K ﹤0.01%
2,400
1272
$9K ﹤0.01%
1,000
1273
$8K ﹤0.01%
130
1274
– –
0
1275
– –
-1,655
49 50
51
52 53