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
776
$1.01M 0.01%
18,755
+5,437
777
$1.01M 0.01%
9,808
-668
778
$1M 0.01%
28,470
+2,250
779
$995K 0.01%
19,441
-3,599
780
$995K 0.01%
+268,221
781
$991K 0.01%
6,227
+1,307
782
$989K 0.01%
26,223
-2,128
783
$974K 0.01%
+172,807
784
$974K 0.01%
14,240
+5
785
$972K 0.01%
8,357
+1,369
786
$971K 0.01%
+14,894
787
$970K 0.01%
+18,379
788
$968K 0.01%
26,383
+8,028
789
$958K 0.01%
25,246
-5,390
790
$957K 0.01%
26,774
+2,552
791
$956K 0.01%
11,386
-2,757
792
$955K 0.01%
16,172
793
$954K 0.01%
19,549
+2,286
794
$952K 0.01%
11,695
+76
795
$951K 0.01%
7,078
-1,061
796
$950K 0.01%
15,280
+3,205
797
$949K 0.01%
7,582
+44
798
$949K 0.01%
37,370
+24,791
799
$946K 0.01%
28,296
+20,676
800
$946K 0.01%
18,515
+4,397
30 31
32
33 34