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
576
$2.29M 0.01%
21,180
+648
577
$2.28M 0.01%
45,593
+14,282
578
$2.28M 0.01%
21,234
+10,197
579
$2.28M 0.01%
63,671
+56,953
580
$2.28M 0.01%
33,457
+26,519
581
$2.27M 0.01%
59,762
-786
582
$2.25M 0.01%
38,119
+2,477
583
$2.24M 0.01%
52,646
+5,300
584
$2.23M 0.01%
153,070
+129,080
585
$2.23M 0.01%
21,288
+3,749
586
$2.23M 0.01%
38,344
+2,542
587
$2.2M 0.01%
31,803
+10,377
588
$2.17M 0.01%
73,996
+1,766
589
$2.16M 0.01%
86,450
590
$2.15M 0.01%
46,848
+14,330
591
$2.15M 0.01%
55,359
+46,461
592
$2.11M 0.01%
+74,695
593
$2.11M 0.01%
287,857
594
$2.1M 0.01%
47,084
+412
595
$2.09M 0.01%
10,561
+4
596
$2.08M 0.01%
38,582
-8,335
597
$2.08M 0.01%
39,614
+8,249
598
$2.07M 0.01%
99,114
-42,802
599
$2.07M 0.01%
64,837
+6,820
600
$2.06M 0.01%
+110,747
22 23
24
25 26