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
676
$1.42M 0.01%
+15,535
677
$1.41M 0.01%
+53,335
678
$1.4M 0.01%
10,031
+688
679
$1.4M 0.01%
5,093
+829
680
$1.39M 0.01%
+48,630
681
$1.39M 0.01%
44,144
+5,603
682
$1.38M 0.01%
30,278
+4,263
683
$1.38M 0.01%
25,072
+2,370
684
$1.38M 0.01%
+73,211
685
$1.37M 0.01%
34,445
-2,178
686
$1.37M 0.01%
176,035
+7,810
687
$1.37M 0.01%
26,724
+4,102
688
$1.35M 0.01%
20,253
+14,375
689
$1.35M 0.01%
42,168
-1,805
690
$1.34M 0.01%
18,270
+160
691
$1.33M 0.01%
15,796
+223
692
$1.33M 0.01%
60,391
-3,022
693
$1.33M 0.01%
21,281
+8,193
694
$1.33M 0.01%
+27,874
695
$1.33M 0.01%
105,873
-5,700
696
$1.32M 0.01%
12,114
-572
697
$1.32M 0.01%
57,040
-10,000
698
$1.3M 0.01%
24,411
+1,817
699
$1.3M 0.01%
36,660
-653
700
$1.29M 0.01%
+13,480
26 27
28
29 30