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
176
$11.2M 0.13%
91,248
+3,996
177
$11.1M 0.13%
144,792
+21,922
178
$10.9M 0.12%
256,169
-1,194
179
$10.6M 0.12%
104,024
+23,374
180
$10.5M 0.12%
250,248
-9,361
181
$10.4M 0.12%
493,392
+1,080
182
$10.4M 0.12%
134,795
+5,066
183
$10.4M 0.12%
106,631
+8,130
184
$10.2M 0.12%
339,662
+27,778
185
$10.2M 0.12%
107,071
-14,132
186
$9.96M 0.11%
254,331
+17,191
187
$9.8M 0.11%
77,420
-2,002
188
$9.77M 0.11%
332,358
+303,237
189
$9.74M 0.11%
75,093
+1,196
190
$9.58M 0.11%
107,732
+21,906
191
$9.4M 0.11%
187,690
-816
192
$9.36M 0.11%
27,050
+428
193
$9.15M 0.11%
360,964
-54,180
194
$8.97M 0.1%
236,162
-22,762
195
$8.86M 0.1%
215,387
+6,302
196
$8.86M 0.1%
109,328
+4,876
197
$8.84M 0.1%
115,557
+1,213
198
$8.78M 0.1%
228,149
-92,817
199
$8.78M 0.1%
395,298
+252,828
200
$8.77M 0.1%
43,897
-6,628
6 7
8
9 10