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
251
$11.9M 0.07%
345,891
+46,097
252
$11.8M 0.07%
173,509
+23,403
253
$11.7M 0.07%
+496,793
254
$11.7M 0.07%
71,484
+45,626
255
$11.5M 0.06%
216,503
+21,139
256
$11.3M 0.06%
212,583
-7,135
257
$11M 0.06%
48,583
+45,076
258
$11M 0.06%
329,935
+62,408
259
$10.9M 0.06%
201,176
-28,146
260
$10.9M 0.06%
117,360
+7,851
261
$10.9M 0.06%
75,669
+9,217
262
$10.7M 0.06%
536,935
+9,017
263
$10.7M 0.06%
312,144
+70,152
264
$10.6M 0.06%
465,195
+53,070
265
$10.6M 0.06%
+612,755
266
$10.6M 0.06%
5,210
+269
267
$10.6M 0.06%
69,949
+13,076
268
$10.5M 0.06%
313,487
-9,690
269
$10.5M 0.06%
268,777
-35,701
270
$10.4M 0.06%
189,511
+53,526
271
$10.4M 0.06%
111,300
-989
272
$10.3M 0.06%
199,791
+96,331
273
$10.3M 0.06%
134,774
-91
274
$10.2M 0.06%
211,005
+3,236
275
$9.91M 0.06%
196,482
+3,532
9 10
11
12 13