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
201
$8.75M 0.1%
408,955
+20,772
202
$8.69M 0.1%
21,521
+1,680
203
$8.41M 0.1%
99,592
-5,259
204
$8.36M 0.1%
163,950
+127
205
$8.26M 0.09%
89,539
-7,016
206
$8M 0.09%
74,162
-1,723
207
$7.92M 0.09%
118,705
-2,892
208
$7.89M 0.09%
81,425
-14,613
209
$7.87M 0.09%
374,396
-95,708
210
$7.82M 0.09%
296,468
-60,200
211
$7.78M 0.09%
78,851
+32,201
212
$7.61M 0.09%
231,596
213
$7.61M 0.09%
419,640
+3,545
214
$7.52M 0.09%
142,990
+88,074
215
$7.42M 0.09%
476,431
+114,373
216
$7.15M 0.08%
61,623
+14,978
217
$7.12M 0.08%
215,252
+1,898
218
$7.09M 0.08%
29,359
+20,180
219
$6.81M 0.08%
133,041
-3,162
220
$6.71M 0.08%
48,148
-2,867
221
$6.64M 0.08%
199,319
+29,039
222
$6.58M 0.08%
138,580
-20,230
223
$6.41M 0.07%
101,405
+4,360
224
$6.39M 0.07%
115,354
+461
225
$6.31M 0.07%
200,089
+183,249
7 8
9
10 11