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
$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
226
$14.7M 0.08%
242,839
-7,574
227
$14.7M 0.08%
+639,191
228
$14.7M 0.08%
130,687
+19,279
229
$14.6M 0.08%
131,107
+9,639
230
$14.4M 0.08%
145,743
-354
231
$14.3M 0.08%
129,504
+34,455
232
$14.1M 0.08%
144,120
+2,909
233
$14.1M 0.08%
202,999
+6,653
234
$13.8M 0.08%
321,096
+38,357
235
$13.8M 0.08%
192,318
+20,796
236
$13.8M 0.08%
317,647
+277,642
237
$13.7M 0.08%
217,894
+165,277
238
$13.6M 0.08%
97,454
+9,245
239
$13.4M 0.08%
91,868
+15,690
240
$13.1M 0.07%
130,323
-2,151
241
$13M 0.07%
215,911
+53,921
242
$12.9M 0.07%
246,230
-17,463
243
$12.8M 0.07%
779,676
+438,393
244
$12.5M 0.07%
373,316
+87,690
245
$12.5M 0.07%
200,095
+11,921
246
$12.4M 0.07%
222,576
+8,636
247
$12.4M 0.07%
48,956
-432
248
$12.2M 0.07%
54,860
249
$11.9M 0.07%
587,088
+169,429
250
$11.9M 0.07%
235,122
+1,774
8 9
10
11 12