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
626
$1.8M 0.01%
24,530
+543
627
$1.78M 0.01%
10,334
-490
628
$1.78M 0.01%
23,391
-700
629
$1.78M 0.01%
36,376
+19,314
630
$1.78M 0.01%
168,584
631
$1.77M 0.01%
+27,260
632
$1.76M 0.01%
158,095
-6,600
633
$1.73M 0.01%
+229,453
634
$1.72M 0.01%
75,920
+7,400
635
$1.72M 0.01%
+32,728
636
$1.71M 0.01%
+81,106
637
$1.68M 0.01%
38,906
-4,247
638
$1.68M 0.01%
43,576
+2,996
639
$1.65M 0.01%
23,350
-76
640
$1.64M 0.01%
15,466
+223
641
$1.63M 0.01%
45,075
+3,192
642
$1.62M 0.01%
113,405
+8,533
643
$1.62M 0.01%
31,836
-7,857
644
$1.62M 0.01%
+31,746
645
$1.61M 0.01%
11,844
+820
646
$1.6M 0.01%
25,297
+14,823
647
$1.6M 0.01%
17,150
+1,517
648
$1.6M 0.01%
19,662
-66
649
$1.59M 0.01%
54,007
+10,296
650
$1.58M 0.01%
+47,394
24 25
26
27 28