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
276
$9.88M 0.06%
209,480
+116,820
277
$9.86M 0.06%
144,578
+66,022
278
$9.84M 0.06%
118,008
-434
279
$9.8M 0.05%
126,731
+18,140
280
$9.76M 0.05%
78,221
+2,410
281
$9.73M 0.05%
196,406
-337
282
$9.7M 0.05%
109,605
+2,812
283
$9.63M 0.05%
139,322
+24,352
284
$9.63M 0.05%
816,301
-193,898
285
$9.58M 0.05%
208,958
-1,632
286
$9.19M 0.05%
169,745
+11,573
287
$9.1M 0.05%
65,736
+10
288
$9.08M 0.05%
403,165
+3,025
289
$8.97M 0.05%
154,536
+17,143
290
$8.93M 0.05%
384,141
-47,952
291
$8.91M 0.05%
47,783
+6,791
292
$8.84M 0.05%
214,802
+197,710
293
$8.84M 0.05%
106,454
-6,007
294
$8.77M 0.05%
+8,513
295
$8.74M 0.05%
139,817
+4,999
296
$8.73M 0.05%
118,707
+1,356
297
$8.48M 0.05%
81,940
+262
298
$8.47M 0.05%
56,975
+4,361
299
$8.44M 0.05%
99,050
+34,107
300
$8.43M 0.05%
80,765
-49,175
10 11
12
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