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
126
$26.4M 0.18%
422,160
+14,281
127
$26.3M 0.18%
+911,657
128
$26.2M 0.18%
901,885
-10,871
129
$25.5M 0.17%
243,401
+97,271
130
$25.3M 0.17%
229,369
+87,873
131
$25.2M 0.17%
85,490
-1,271
132
$25.2M 0.17%
260,252
+20,708
133
$24.9M 0.17%
891,704
+31,619
134
$24.8M 0.17%
83
+2
135
$24.8M 0.17%
561,238
+279,158
136
$24.6M 0.17%
190,435
+3,926
137
$24M 0.16%
4,140,920
+1,091,680
138
$23.9M 0.16%
383,959
+9,482
139
$23.9M 0.16%
368,113
+7,826
140
$23.5M 0.16%
152,636
-326,562
141
$23.3M 0.16%
446,303
-69
142
$23.3M 0.16%
148,855
-5,718
143
$23.3M 0.16%
574,331
-59,230
144
$23.2M 0.16%
246,518
-3,069
145
$23.2M 0.16%
331,719
-12,941
146
$23M 0.16%
383,898
-4,107
147
$23M 0.16%
445,734
-567,338
148
$22.8M 0.15%
589,608
+44,362
149
$22.3M 0.15%
265,013
-35,772
150
$22.2M 0.15%
157,281
+136,963
4 5
6
7 8