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
701
$1.28M 0.01%
+22,821
702
$1.27M 0.01%
22,463
-353
703
$1.27M 0.01%
9,383
+1,556
704
$1.27M 0.01%
20,257
+1,250
705
$1.27M 0.01%
46,352
-1,530
706
$1.26M 0.01%
25,563
+4,231
707
$1.26M 0.01%
9,727
+377
708
$1.25M 0.01%
14,676
+2,213
709
$1.24M 0.01%
82,755
+434
710
$1.23M 0.01%
42,833
+4,942
711
$1.22M 0.01%
103,083
+9,071
712
$1.22M 0.01%
55,500
713
$1.21M 0.01%
22,263
-22,315
714
$1.21M 0.01%
363,956
+1,726
715
$1.21M 0.01%
65,640
+2,040
716
$1.2M 0.01%
14,891
-2,923
717
$1.2M 0.01%
9,991
-960
718
$1.19M 0.01%
14,694
-130
719
$1.19M 0.01%
51,378
-1,380
720
$1.18M 0.01%
25,312
-8,362
721
$1.17M 0.01%
6,862
+145
722
$1.17M 0.01%
22,780
-360
723
$1.17M 0.01%
87,591
+6,261
724
$1.16M 0.01%
251,342
-20,330
725
$1.16M 0.01%
1,072
+95
27 28
29
30 31