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
351
$6.32M 0.04%
116,894
+23,964
352
$6.29M 0.04%
568,097
-34,062
353
$6.27M 0.04%
139,117
+78,273
354
$6.25M 0.04%
280,123
+265,123
355
$6.18M 0.03%
176,627
+139,351
356
$6.17M 0.03%
64,304
+9,458
357
$6.12M 0.03%
+192,074
358
$6.11M 0.03%
+179,037
359
$6.1M 0.03%
2,435
-166
360
$6.1M 0.03%
171,225
-8,015
361
$6.06M 0.03%
368,523
+171,663
362
$6.05M 0.03%
278,089
+5,503
363
$6.03M 0.03%
+54,373
364
$6M 0.03%
82,624
+20,350
365
$5.95M 0.03%
+169,203
366
$5.93M 0.03%
75,846
+24,908
367
$5.93M 0.03%
+97,838
368
$5.91M 0.03%
277,797
+19,929
369
$5.87M 0.03%
96,238
+28,633
370
$5.86M 0.03%
+72,746
371
$5.86M 0.03%
138,905
-1,314,691
372
$5.75M 0.03%
78,720
-1,933
373
$5.75M 0.03%
246,664
+18,973
374
$5.74M 0.03%
173,883
+9,126
375
$5.62M 0.03%
192,426
+16,231
13 14
15
16 17