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
476
$3.5M 0.02%
79,135
+2,173
477
$3.49M 0.02%
62,303
-591
478
$3.49M 0.02%
96,487
+113
479
$3.49M 0.02%
17,595
+14,168
480
$3.46M 0.02%
22,429
+7,475
481
$3.45M 0.02%
+273,251
482
$3.42M 0.02%
41,774
+5,464
483
$3.42M 0.02%
203,234
+9,748
484
$3.4M 0.02%
68,463
+27,869
485
$3.4M 0.02%
+122,778
486
$3.38M 0.02%
65,171
-742,186
487
$3.36M 0.02%
102,653
+5,812
488
$3.34M 0.02%
43,220
+3,023
489
$3.33M 0.02%
106,780
-6,687
490
$3.33M 0.02%
33,550
-25,027
491
$3.31M 0.02%
136,048
-1,030
492
$3.3M 0.02%
492,324
+70,760
493
$3.3M 0.02%
31,292
+4,896
494
$3.3M 0.02%
9,563
+836
495
$3.29M 0.02%
13,783
+10,277
496
$3.28M 0.02%
115,370
+9,653
497
$3.27M 0.02%
57,485
-142
498
$3.27M 0.02%
71,814
-970
499
$3.27M 0.02%
127,223
-282
500
$3.23M 0.02%
69,850
+27,725
18 19
20
21 22