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
$8.72B
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$76.3M
2
+$38.2M
3
+$35.6M
4
AIG icon
American International
AIG
+$28.6M
5
BNS icon
Scotiabank
BNS
+$19.9M

Top Sells

1
+$134M
2
+$132M
3
+$33.2M
4
T icon
AT&T
T
+$22.5M
5
DD icon
DuPont de Nemours
DD
+$19.5M

Sector Composition

1 Technology 13.54%
2 Healthcare 11.75%
3 Financials 11.74%
4 Industrials 8.63%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.9M 0.21%
454,505
+421,431
127
$17.4M 0.2%
291,966
+11,319
128
$17.1M 0.2%
264,932
+6,548
129
$17.1M 0.2%
353,150
-30,570
130
$17M 0.2%
267,910
-5,875
131
$17M 0.19%
378,965
+19,913
132
$16.8M 0.19%
79,232
+44,145
133
$16.8M 0.19%
156,784
+48,136
134
$16.6M 0.19%
238,964
-1,815
135
$16.4M 0.19%
390,410
-679
136
$15.9M 0.18%
1,535,161
-255,530
137
$15.6M 0.18%
264,646
+10,458
138
$15.5M 0.18%
309,264
+7,272
139
$15.3M 0.18%
389,576
-82,554
140
$15.2M 0.17%
320,156
+254,331
141
$15.1M 0.17%
232,600
-96,588
142
$14.9M 0.17%
119,724
+662
143
$14.7M 0.17%
503,250
+235,050
144
$14.5M 0.17%
737,034
+663,750
145
$14.5M 0.17%
308,769
+274,016
146
$14.4M 0.16%
103,886
+3,988
147
$14.3M 0.16%
169,707
-10,278
148
$14.2M 0.16%
263,358
-10,899
149
$14.1M 0.16%
288,848
+32,360
150
$14.1M 0.16%
284,456
+44,978
4 5
6
7 8