JPMPWA

J.P. 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
$17.9B
AUM Growth
+$3.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,577
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$111M
3
+$109M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$104M
5
AVGO icon
Broadcom
AVGO
+$83.9M

Top Sells

1
+$55.5M
2
+$38.5M
3
+$18.3M
4
GM icon
General Motors
GM
+$16.3M
5
GE icon
GE Aerospace
GE
+$13M

Sector Composition

1 Technology 12.87%
2 Financials 10.39%
3 Healthcare 8.93%
4 Communication Services 5.69%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.22B 6.86%
4,514,595
+410,430
2
$466M 2.61%
10,074,976
+104,852
3
$400M 2.24%
1,603,192
+287,092
4
$311M 1.74%
3,149,318
+225,175
5
$305M 1.71%
1,860,146
+123,442
6
$262M 1.47%
1,725,710
+2,014
7
$253M 1.42%
1,758,890
+79,979
8
$249M 1.39%
1,280,299
+14,491
9
$241M 1.35%
882,527
+115,168
10
$228M 1.28%
2,245,890
+99,136
11
$223M 1.25%
1,760,938
+38,266
12
$214M 1.2%
2,519,260
+140,600
13
$210M 1.18%
2,015,950
+280,010
14
$192M 1.08%
1,585,918
+16,878
15
$178M 1%
3,153,300
+136,080
16
$174M 0.97%
1,013,289
+80,388
17
$171M 0.96%
1,056,220
+32,759
18
$167M 0.93%
3,351,957
-24,134
19
$162M 0.91%
5,748,204
+809,711
20
$154M 0.87%
3,590,458
+376,409
21
$135M 0.76%
+1,900,583
22
$133M 0.75%
1,706,559
-125,651
23
$129M 0.72%
1,187,860
-53,854
24
$125M 0.7%
2,247,840
+75,540
25
$123M 0.69%
1,011,001
+54,020
1
2 3 4 5