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
326
$7.32M 0.04%
+112,952
327
$7.26M 0.04%
169,179
-22,135
328
$7.19M 0.04%
+165,908
329
$7.13M 0.04%
45,061
+11,510
330
$7.12M 0.04%
126,298
+13,320
331
$7.05M 0.04%
196,956
-95,949
332
$7.02M 0.04%
34,354
+54
333
$7.02M 0.04%
28,876
-318
334
$7M 0.04%
34,323
+170
335
$6.97M 0.04%
+321,103
336
$6.85M 0.04%
161,167
+112,187
337
$6.79M 0.04%
53,598
+13,972
338
$6.78M 0.04%
+119,062
339
$6.73M 0.04%
151,588
-5,268
340
$6.7M 0.04%
285,232
-20,270
341
$6.69M 0.04%
+53,015
342
$6.68M 0.04%
139,996
+7,639
343
$6.67M 0.04%
+364,871
344
$6.59M 0.04%
113,498
+34,796
345
$6.58M 0.04%
166,894
-413,509
346
$6.55M 0.04%
49,249
+6,531
347
$6.5M 0.04%
48,888
+1,346
348
$6.48M 0.04%
364,269
+8,685
349
$6.38M 0.04%
223,489
+159,529
350
$6.34M 0.04%
141,206
-93,628
12 13
14
15 16