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
1351
– –
-1,029,648
1352
– –
-54,660
1353
– –
-96,280
1354
– –
-4,000
1355
– –
-18,924
1356
– –
-12,299
1357
– –
-34,000
1358
– –
-5,702
1359
– –
-3,250
1360
– –
-2,525
1361
– –
-32,148
1362
– –
-12,300
1363
– –
-279,688
1364
– –
-474,753
1365
– –
-16,289
1366
– –
-445,932
1367
– –
-74,346
1368
– –
-9,159
1369
– –
-5,158
1370
– –
-1,754
1371
– –
-11,307
1372
– –
-2,240
1373
– –
-2,076
1374
– –
-1,688
1375
– –
-10,906
53 54
55
56 57