We are live on ! Find out more
JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$95.9M
2
+$82.4M
3
+$26.9M
4
C icon
Citigroup
C
+$24.9M
5
BNS icon
Scotiabank
BNS
+$24.1M

Top Sells

1
+$140M
2
+$127M
3
+$104M
4
VTV icon
Vanguard Value ETF
VTV
+$94.9M
5
AVGO icon
Broadcom
AVGO
+$77.3M

Sector Composition

1 Technology 13.7%
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
1326
– –
-10,272
1327
– –
-2,100
1328
– –
-4,394
1329
– –
-11,200
1330
– –
-76,278
1331
– –
-67,500
1332
– –
-3,985
1333
– –
-12,203
1334
– –
-96,280
1335
– –
-4,000
1336
– –
-18,924
1337
– –
-12,299
1338
– –
-3,250
1339
– –
-2,525
1340
– –
-32,148
1341
– –
-12,300
1342
– –
-279,688
1343
– –
-474,753
1344
– –
-16,289
1345
– –
-445,932
1346
– –
-74,346
1347
– –
-9,159
1348
– –
-5,158
1349
– –
-1,754
1350
– –
-11,307
52 53
54
55 56