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
151
$13.9M 0.16%
585,444
-48,078
152
$13.8M 0.16%
152,041
-4,665
153
$13.6M 0.16%
556,544
+4,876
154
$13.4M 0.15%
221,189
+20,633
155
$13.2M 0.15%
307,330
+5,742
156
$13.2M 0.15%
77,197
+10,623
157
$13M 0.15%
220,218
+8,792
158
$12.9M 0.15%
194,545
+21,265
159
$12.7M 0.15%
414,516
+33,396
160
$12.7M 0.15%
63,664
-635
161
$12.4M 0.14%
128,001
-2,382
162
$12.3M 0.14%
265,019
+29,933
163
$12M 0.14%
149,416
-1,073
164
$12M 0.14%
200,115
-22,148
165
$12M 0.14%
1,472,740
+21,380
166
$12M 0.14%
127,929
+8,111
167
$11.9M 0.14%
1,793,214
-143,072
168
$11.7M 0.13%
203,631
+634
169
$11.7M 0.13%
133,645
-29,082
170
$11.6M 0.13%
96,479
+22,988
171
$11.6M 0.13%
137,182
-12,253
172
$11.6M 0.13%
247,193
+13,222
173
$11.6M 0.13%
125,412
+14
174
$11.5M 0.13%
352,737
+2,751
175
$11.3M 0.13%
477,573
+32,748
5 6
7
8 9