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
1276
– –
-642,635
1277
– –
-18,200
1278
– –
-500
1279
– –
-15,000
1280
– –
-10,000
1281
– –
-20,000
1282
– –
-11,383
1283
– –
-1,756,962
1284
– –
-1,126
1285
– –
-28,046
1286
– –
-21,421
1287
– –
-3,007,390
1288
– –
-284
1289
– –
-29,123
1290
– –
-6,874
1291
– –
-2,157
1292
– –
-8,260
1293
– –
-4,186
1294
– –
-5,649
1295
– –
-26,384
1296
– –
-738
1297
– –
-35,967
1298
– –
-4,944
1299
– –
-1,832
1300
– –
-3,897
50 51
52
53 54