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
451
$3.98M 0.02%
21,711
-505
452
$3.98M 0.02%
31,758
-24,892
453
$3.94M 0.02%
38,009
-8,731
454
$3.92M 0.02%
107,115
-12,180
455
$3.91M 0.02%
64,712
+6,088
456
$3.9M 0.02%
69,110
+24,922
457
$3.87M 0.02%
23,307
+10,645
458
$3.79M 0.02%
+130,896
459
$3.79M 0.02%
+216,376
460
$3.78M 0.02%
85,947
+3,067
461
$3.78M 0.02%
105,495
+47,197
462
$3.76M 0.02%
+88,998
463
$3.73M 0.02%
40,836
+622
464
$3.67M 0.02%
55,652
+13,372
465
$3.64M 0.02%
21,440
+12,841
466
$3.64M 0.02%
160,476
-16,167
467
$3.63M 0.02%
33,993
+24,227
468
$3.61M 0.02%
27,415
+4,742
469
$3.58M 0.02%
223,340
+193,421
470
$3.57M 0.02%
29,463
-3,316
471
$3.54M 0.02%
24,460
+4,243
472
$3.51M 0.02%
33,148
+3,390
473
$3.51M 0.02%
+76,621
474
$3.51M 0.02%
42,992
-494
475
$3.5M 0.02%
+116,859
17 18
19
20 21