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
176
$16.6M 0.11%
1,104,487
+40,444
177
$16.4M 0.11%
234,813
+80,580
178
$16.4M 0.11%
193,735
+115,354
179
$16.1M 0.11%
183,432
180
$16.1M 0.11%
294,799
+37,937
181
$16.1M 0.11%
129,940
-5,797
182
$16.1M 0.11%
294,396
+12,168
183
$15.7M 0.11%
180,060
+220
184
$15.3M 0.1%
148,562
+9,474
185
$15.2M 0.1%
208,309
+36,175
186
$14.9M 0.1%
122,126
-11,771
187
$14.8M 0.1%
250,413
-1,219
188
$14.6M 0.1%
132,474
-14,726
189
$14.5M 0.1%
79,131
+10,054
190
$14.4M 0.1%
94,941
+35,583
191
$14.3M 0.1%
137,769
+24,689
192
$14.3M 0.1%
449,060
-25,988
193
$14M 0.09%
87,072
+288
194
$13.8M 0.09%
178,558
-7,880
195
$13.7M 0.09%
188,174
+15,432
196
$13.6M 0.09%
120,268
+1,525
197
$13.2M 0.09%
141,211
-716
198
$13.1M 0.09%
88,209
+7,762
199
$12.9M 0.09%
47,047
+3,905
200
$12.9M 0.09%
110,372
+601
6 7
8
9 10