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
551
$2.54M 0.01%
189,726
+37,937
552
$2.53M 0.01%
140,760
+54,376
553
$2.5M 0.01%
14,718
+2,932
554
$2.47M 0.01%
21,325
+1,414
555
$2.47M 0.01%
23,518
+4,858
556
$2.46M 0.01%
76,257
+29,849
557
$2.45M 0.01%
19,423
+663
558
$2.45M 0.01%
21,302
+17,847
559
$2.44M 0.01%
+157,055
560
$2.44M 0.01%
63,022
+2,192
561
$2.44M 0.01%
62,314
+57,240
562
$2.43M 0.01%
87,100
-1,425
563
$2.4M 0.01%
+78,904
564
$2.39M 0.01%
46,154
-4,358
565
$2.39M 0.01%
28,149
+421
566
$2.37M 0.01%
22,918
+335
567
$2.36M 0.01%
116,294
+49,452
568
$2.35M 0.01%
34,837
+4,552
569
$2.35M 0.01%
14,603
-3,898
570
$2.33M 0.01%
+38,654
571
$2.33M 0.01%
23,679
+6
572
$2.31M 0.01%
54,361
-293
573
$2.31M 0.01%
44,056
+5,074
574
$2.31M 0.01%
16,227
-81
575
$2.31M 0.01%
30,206
+6,986
21 22
23
24 25