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
651
$1.57M 0.01%
24,572
-287
652
$1.57M 0.01%
102,091
-87,535
653
$1.56M 0.01%
26,470
-12
654
$1.55M 0.01%
92,388
+678
655
$1.54M 0.01%
19,800
-742
656
$1.54M 0.01%
+242,287
657
$1.53M 0.01%
55,095
+5
658
$1.52M 0.01%
31,896
-2,686
659
$1.51M 0.01%
43,553
+246
660
$1.51M 0.01%
11,231
+2,354
661
$1.5M 0.01%
150,887
662
$1.5M 0.01%
35,666
+600
663
$1.49M 0.01%
24,824
+384
664
$1.49M 0.01%
36,454
-4,336
665
$1.48M 0.01%
14,835
-296
666
$1.46M 0.01%
+28,344
667
$1.45M 0.01%
27,985
-922
668
$1.45M 0.01%
10,947
+1,163
669
$1.45M 0.01%
75,541
-4,682
670
$1.44M 0.01%
70,754
-14,906
671
$1.44M 0.01%
16,006
+5,600
672
$1.43M 0.01%
+33,865
673
$1.43M 0.01%
+77,293
674
$1.42M 0.01%
309,600
+79,249
675
$1.42M 0.01%
80,871
+934
25 26
27
28 29