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
151
$22M 0.15%
357,343
-20,058
152
$21.1M 0.14%
580,403
+214,428
153
$20.4M 0.14%
116,628
+1,873
154
$20.4M 0.14%
128,597
-1,771
155
$20.2M 0.14%
152,014
-6,731
156
$20.2M 0.14%
618,887
-14,837
157
$19.8M 0.13%
157,975
-11,829
158
$19.6M 0.13%
81,508
+3,674
159
$19.5M 0.13%
92,051
-21,746
160
$19.3M 0.13%
88,060
-36,465
161
$19.2M 0.13%
459,168
+164,896
162
$18.8M 0.13%
114,943
+3,951
163
$18.5M 0.13%
909,810
-51,870
164
$17.9M 0.12%
437,367
165
$17.9M 0.12%
+348,520
166
$17.7M 0.12%
214,464
-105,193
167
$17.5M 0.12%
269,331
+65,562
168
$17.4M 0.12%
149,596
+21,200
169
$17.2M 0.12%
101,943
+20,830
170
$17.1M 0.12%
224,938
+32,046
171
$17M 0.12%
532,697
+313,750
172
$16.9M 0.11%
156,339
+4,703
173
$16.9M 0.11%
114,442
-314
174
$16.7M 0.11%
158,691
+16,262
175
$16.7M 0.11%
254,924
+50,230
5 6
7
8 9