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
501
$3.21M 0.02%
102,086
+3,698
502
$3.19M 0.02%
104,549
+59,606
503
$3.19M 0.02%
98,047
+5,267
504
$3.16M 0.02%
119,536
+331
505
$3.14M 0.02%
24,121
+323
506
$3.13M 0.02%
47,664
+951
507
$3.12M 0.02%
+59,816
508
$3.11M 0.02%
65,410
+51,090
509
$3.11M 0.02%
163,966
+683
510
$3.11M 0.02%
26,919
+79
511
$3.1M 0.02%
+139,980
512
$3.08M 0.02%
59,447
-16,334
513
$3.05M 0.02%
73,785
+5,568
514
$3M 0.02%
35,197
-349
515
$2.99M 0.02%
31,975
-6,045
516
$2.98M 0.02%
15,512
-6,849
517
$2.96M 0.02%
12,847
-19
518
$2.93M 0.02%
196,821
+43,154
519
$2.92M 0.02%
72,074
+834
520
$2.91M 0.02%
49,803
+27,581
521
$2.9M 0.02%
106,870
+26,969
522
$2.88M 0.02%
10,618
+1,034
523
$2.87M 0.02%
15,186
+4,298
524
$2.87M 0.02%
63,215
-47,198
525
$2.86M 0.02%
65,561
-7,990
19 20
21
22 23