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
601
$2.04M 0.01%
27,115
+11,390
602
$2.03M 0.01%
18,884
+7,932
603
$2.02M 0.01%
14,598
+850
604
$2M 0.01%
12,783
+1,262
605
$1.97M 0.01%
34,700
-32,146
606
$1.96M 0.01%
61,263
-59,176
607
$1.94M 0.01%
20,012
+2,976
608
$1.93M 0.01%
54,172
+10,123
609
$1.93M 0.01%
175,368
-2,034
610
$1.91M 0.01%
106,558
+6,557
611
$1.9M 0.01%
61,506
+8,439
612
$1.9M 0.01%
+41,274
613
$1.89M 0.01%
28,289
+6,790
614
$1.89M 0.01%
33,617
+4,019
615
$1.88M 0.01%
109,149
-51,096
616
$1.88M 0.01%
11,786
+2,457
617
$1.87M 0.01%
11,304
-118
618
$1.86M 0.01%
24,241
-1,510
619
$1.86M 0.01%
+34,273
620
$1.86M 0.01%
31,685
+7,150
621
$1.85M 0.01%
+24,451
622
$1.84M 0.01%
+84,175
623
$1.83M 0.01%
61,331
-25,063
624
$1.83M 0.01%
12,373
+6,178
625
$1.82M 0.01%
4,497
+124
23 24
25
26 27