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
751
$1.06M 0.01%
35,238
+1,600
752
$1.06M 0.01%
24,034
+15,060
753
$1.06M 0.01%
12,195
+2,110
754
$1.06M 0.01%
+44,893
755
$1.05M 0.01%
12,148
+5,363
756
$1.05M 0.01%
+14,263
757
$1.04M 0.01%
25,515
+2,091
758
$1.04M 0.01%
30,225
+2,930
759
$1.04M 0.01%
8,793
+74
760
$1.04M 0.01%
5,581
+24
761
$1.03M 0.01%
30,411
+1,425
762
$1.03M 0.01%
16,297
-3,996
763
$1.03M 0.01%
+33,376
764
$1.03M 0.01%
18,938
+1,747
765
$1.02M 0.01%
6,551
+3,771
766
$1.02M 0.01%
107,720
-1,512
767
$1.02M 0.01%
+27,089
768
$1.02M 0.01%
84,834
+22,342
769
$1.02M 0.01%
8,558
+3,302
770
$1.02M 0.01%
+934,000
771
$1.02M 0.01%
8,138
+4,473
772
$1.01M 0.01%
23,477
+11,472
773
$1.01M 0.01%
21,374
-1,017
774
$1.01M 0.01%
26,348
+1,491
775
$1.01M 0.01%
+69,218
29 30
31
32 33