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
526
$2.85M 0.02%
78,653
+6,427
527
$2.85M 0.02%
20,200
+1,258
528
$2.83M 0.02%
144,738
+120,062
529
$2.82M 0.02%
40,771
-17,449
530
$2.8M 0.02%
43,200
-1,780
531
$2.78M 0.02%
30,080
+3,377
532
$2.73M 0.02%
73,246
+1,815
533
$2.72M 0.02%
+105,222
534
$2.68M 0.02%
76,755
+7,675
535
$2.66M 0.01%
29,632
+689
536
$2.66M 0.01%
137,089
+2,620
537
$2.65M 0.01%
80,158
-29,138
538
$2.65M 0.01%
+89,781
539
$2.63M 0.01%
121,431
+110,680
540
$2.63M 0.01%
45,427
+3,178
541
$2.61M 0.01%
+41,675
542
$2.6M 0.01%
31,803
+25,601
543
$2.59M 0.01%
+126,973
544
$2.58M 0.01%
53,211
-500
545
$2.58M 0.01%
38,317
-2,521
546
$2.58M 0.01%
12,243
+2,020
547
$2.55M 0.01%
44,142
+21,684
548
$2.55M 0.01%
+99,335
549
$2.55M 0.01%
31,037
+2,553
550
$2.54M 0.01%
72,402
+13,802
20 21
22
23 24