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
201
$12.8M 0.09%
263,693
-57,962
202
$12.7M 0.09%
171,522
+22,203
203
$12.5M 0.08%
54,860
-6,000
204
$12.5M 0.08%
362,766
+83,824
205
$12.5M 0.08%
196,346
+47,741
206
$12.4M 0.08%
282,739
-138,209
207
$12.3M 0.08%
304,478
+286,971
208
$12.2M 0.08%
121,468
+13,179
209
$12.1M 0.08%
168,156
+1,516
210
$12.1M 0.08%
50,360
+2,454
211
$12.1M 0.08%
213,940
-8,876
212
$11.9M 0.08%
146,097
+35,315
213
$11.7M 0.08%
1,010,199
-21,462
214
$11.7M 0.08%
76,178
-39,609
215
$11.5M 0.08%
111,351
-884,099
216
$11.4M 0.08%
219,718
+6,598
217
$11.4M 0.08%
233,348
+3,674
218
$11.4M 0.08%
323,177
-37,107
219
$11.2M 0.08%
76,392
-6,228
220
$11.2M 0.08%
112,289
+2,665
221
$10.8M 0.07%
109,509
+85,636
222
$10.8M 0.07%
+229,322
223
$10.8M 0.07%
196,743
+749
224
$10.7M 0.07%
111,408
+5,680
225
$10.6M 0.07%
161,990
+2,438
7 8
9
10 11