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
26
$122M 0.69%
924,367
+19,368
27
$122M 0.68%
3,549,672
+268,312
28
$120M 0.67%
1,298,607
+42,478
29
$117M 0.66%
599,801
+37,946
30
$116M 0.65%
1,396,636
+20,908
31
$112M 0.63%
939,086
-152,634
32
$110M 0.62%
597,683
+16,184
33
$109M 0.61%
1,385,958
+43,558
34
$109M 0.61%
+1,065,479
35
$108M 0.61%
2,668,016
+127,580
36
$108M 0.61%
579,137
+113,279
37
$106M 0.59%
1,012,246
+56,461
38
$105M 0.59%
428,059
+62,712
39
$104M 0.58%
+1,281,877
40
$101M 0.57%
619,575
-7,580
41
$100M 0.56%
6,232,752
+11,040
42
$95.2M 0.53%
1,891,861
+212,247
43
$94.2M 0.53%
2,035,344
+30,396
44
$93.6M 0.52%
279,051
-1,945
45
$91.9M 0.51%
558,685
+11,400
46
$91.2M 0.51%
256,842
-10,892
47
$89.3M 0.5%
2,292,530
+208,745
48
$85.2M 0.48%
1,273,794
+380,505
49
$84.7M 0.47%
3,185,281
+3,103,072
50
$84.3M 0.47%
1,310,793
+392,344
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