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
51
$83.9M 0.47%
+3,457,860
52
$83.4M 0.47%
341,905
+19,567
53
$82.6M 0.46%
1,426,082
+729,736
54
$82.5M 0.46%
649,287
-5,795
55
$81.4M 0.46%
579,527
+151,859
56
$80.6M 0.45%
583,741
+14,508
57
$74.5M 0.42%
677,904
+16,912
58
$70.2M 0.39%
1,212,085
+129,506
59
$69.9M 0.39%
1,586,814
+169,475
60
$69.1M 0.39%
201,947
+80,293
61
$68.8M 0.39%
1,375,048
+58,285
62
$67.9M 0.38%
2,552,268
+764,424
63
$67.5M 0.38%
+1,028,011
64
$66.6M 0.37%
318,863
+28,154
65
$65.6M 0.37%
830,638
+35,879
66
$65.6M 0.37%
320,951
+12,187
67
$65.4M 0.37%
684,078
+55,970
68
$65.2M 0.37%
220,551
+30,877
69
$63.9M 0.36%
801,701
+81,002
70
$62.5M 0.35%
462,399
+12,254
71
$62.3M 0.35%
+1,233,260
72
$61.3M 0.34%
2,527,152
+145,836
73
$60.6M 0.34%
453,404
+21,232
74
$60.1M 0.34%
1,230,432
-9,955
75
$57.9M 0.32%
675,837
+42,108
1 2
3
4 5