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
376
$5.61M 0.03%
312,850
+32,830
377
$5.6M 0.03%
110,940
+18,351
378
$5.6M 0.03%
+244,803
379
$5.55M 0.03%
56,961
-10,652
380
$5.5M 0.03%
154,078
+65,898
381
$5.48M 0.03%
74,205
+4,292
382
$5.47M 0.03%
+134,635
383
$5.46M 0.03%
49,932
+820
384
$5.44M 0.03%
83,358
+707
385
$5.42M 0.03%
+254,310
386
$5.41M 0.03%
142,005
+2,355
387
$5.34M 0.03%
58,227
+37,074
388
$5.33M 0.03%
223,416
-36,424
389
$5.27M 0.03%
106,876
+4,034
390
$5.24M 0.03%
+401,836
391
$5.18M 0.03%
73,597
+43,660
392
$5.16M 0.03%
115,355
+108,405
393
$5.16M 0.03%
70,428
+5,374
394
$5.11M 0.03%
86,820
+364
395
$5.1M 0.03%
+102,140
396
$5.08M 0.03%
16,499
+832
397
$5.07M 0.03%
88,534
+38,698
398
$5.03M 0.03%
71,967
-205
399
$5.01M 0.03%
81,312
-4,590
400
$4.95M 0.03%
9,428
-50
14 15
16
17 18