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
301
$8.41M 0.05%
46,379
+5,329
302
$8.41M 0.05%
169,850
+126,050
303
$8.39M 0.05%
181,560
+70,712
304
$8.3M 0.05%
53,292
+2,133
305
$8.25M 0.05%
61,869
-1,862
306
$8.24M 0.05%
191,704
+28,564
307
$8.22M 0.05%
148,642
+1,008
308
$8.19M 0.05%
223,951
+33,046
309
$8.14M 0.05%
198,606
+127,573
310
$8.12M 0.05%
189,410
+1,805
311
$8.05M 0.05%
87,627
-11,230
312
$8.01M 0.04%
73,961
+61,026
313
$8M 0.04%
179,371
+16,954
314
$7.98M 0.04%
72,985
+33,641
315
$7.91M 0.04%
55,446
+17,347
316
$7.86M 0.04%
212,330
-1,435
317
$7.83M 0.04%
735,849
+78,944
318
$7.78M 0.04%
+79,444
319
$7.72M 0.04%
98,259
+3,065
320
$7.66M 0.04%
90,086
-103,649
321
$7.6M 0.04%
+76,929
322
$7.51M 0.04%
67,175
+7,359
323
$7.43M 0.04%
117,324
+3,984
324
$7.42M 0.04%
66,925
-1,044
325
$7.34M 0.04%
+383,325
11 12
13
14 15