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
726
$1.16M 0.01%
53,260
+476
727
$1.16M 0.01%
+46,406
728
$1.16M 0.01%
19,778
+7,235
729
$1.15M 0.01%
+16,321
730
$1.15M 0.01%
95,752
+2,944
731
$1.15M 0.01%
15,911
-430
732
$1.15M 0.01%
13,349
+9,460
733
$1.14M 0.01%
39,904
-2,856
734
$1.14M 0.01%
+8,966
735
$1.12M 0.01%
109,610
+7,469
736
$1.11M 0.01%
61,542
+23,230
737
$1.11M 0.01%
+70,190
738
$1.11M 0.01%
11,173
+1,560
739
$1.1M 0.01%
26,172
+1,396
740
$1.1M 0.01%
+125,500
741
$1.09M 0.01%
42,959
-2,117
742
$1.09M 0.01%
+77,871
743
$1.09M 0.01%
26,206
+3,877
744
$1.08M 0.01%
8,142
+167
745
$1.08M 0.01%
7,998
-1,799
746
$1.08M 0.01%
51,666
+1,816
747
$1.07M 0.01%
40,466
-5,732
748
$1.07M 0.01%
5,630
+686
749
$1.07M 0.01%
15,312
-1,387
750
$1.07M 0.01%
17,255
+969
28 29
30
31 32