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
801
$932K 0.01%
3,129
+743
802
$924K 0.01%
12,416
+3,584
803
$921K 0.01%
52,126
+4,035
804
$921K 0.01%
7,000
+434
805
$921K 0.01%
6,263
+536
806
$916K 0.01%
18,968
+418
807
$911K 0.01%
3,398
+477
808
$909K 0.01%
33,084
+3,064
809
$907K 0.01%
12,448
+829
810
$902K 0.01%
12,288
-85
811
$901K 0.01%
8,079
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812
$898K 0.01%
61,428
+1,895
813
$893K 0.01%
2,589
+1
814
$890K 0.01%
29,220
+2,707
815
$884K 0.01%
+38,510
816
$874K ﹤0.01%
32,855
+3,756
817
$873K ﹤0.01%
5,764
+399
818
$872K ﹤0.01%
+162,930
819
$869K ﹤0.01%
8,693
+360
820
$868K ﹤0.01%
17,089
-5,169
821
$866K ﹤0.01%
19,796
-51
822
$865K ﹤0.01%
10,402
+1,207
823
$862K ﹤0.01%
+63,186
824
$859K ﹤0.01%
+33,110
825
$852K ﹤0.01%
+50,000
31 32
33
34 35