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
401
$4.94M 0.03%
66,429
-3,727
402
$4.82M 0.03%
+38,463
403
$4.78M 0.03%
48,956
-2,260
404
$4.76M 0.03%
110,154
-825
405
$4.76M 0.03%
96,706
+6,869
406
$4.74M 0.03%
+850,843
407
$4.74M 0.03%
193,820
+10,060
408
$4.67M 0.03%
57,151
+31,665
409
$4.67M 0.03%
148,511
+43,020
410
$4.65M 0.03%
92,278
+6,299
411
$4.63M 0.03%
73,648
+28,538
412
$4.62M 0.03%
115,412
+12,609
413
$4.59M 0.03%
46,597
+7,981
414
$4.59M 0.03%
96,514
+18,351
415
$4.58M 0.03%
33,090
+5,295
416
$4.58M 0.03%
32,756
+2,184
417
$4.52M 0.03%
194,770
-13,568
418
$4.5M 0.03%
244,539
+151,924
419
$4.48M 0.03%
42,631
+595
420
$4.46M 0.03%
31,166
+8,227
421
$4.46M 0.03%
61,689
+407
422
$4.43M 0.02%
59,825
+11,632
423
$4.42M 0.02%
64,698
+16,934
424
$4.39M 0.02%
99,935
-70,856
425
$4.36M 0.02%
402,474
+23,136
15 16
17
18 19