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
426
$4.35M 0.02%
332,329
-16,001
427
$4.29M 0.02%
186,246
-14,256
428
$4.26M 0.02%
233,670
+15,930
429
$4.23M 0.02%
89,569
+74,489
430
$4.22M 0.02%
+9,815
431
$4.21M 0.02%
138,565
+450
432
$4.21M 0.02%
+66,095
433
$4.21M 0.02%
56,327
+13,350
434
$4.21M 0.02%
105,152
+2,918
435
$4.2M 0.02%
112,829
+69,028
436
$4.19M 0.02%
71,484
-8,148
437
$4.16M 0.02%
46,136
+13,827
438
$4.13M 0.02%
48,403
-823
439
$4.13M 0.02%
116,535
-16,489
440
$4.11M 0.02%
+101,221
441
$4.08M 0.02%
+24,247
442
$4.07M 0.02%
29,671
+582
443
$4.06M 0.02%
98,940
+5,602
444
$4.04M 0.02%
+223,457
445
$4.03M 0.02%
48,195
+10,553
446
$4.03M 0.02%
62,334
+10,493
447
$4.03M 0.02%
34,178
+613
448
$4.02M 0.02%
29,595
+18,720
449
$3.99M 0.02%
23,856
+22,199
450
$3.99M 0.02%
34,505
+1,499
16 17
18
19 20