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
826
$846K ﹤0.01%
6,572
-301
827
$844K ﹤0.01%
22,229
-7,469
828
$839K ﹤0.01%
10,648
+448
829
$836K ﹤0.01%
+17,910
830
$831K ﹤0.01%
2,837
-161
831
$829K ﹤0.01%
23,171
-915
832
$828K ﹤0.01%
24,665
833
$826K ﹤0.01%
18,274
+959
834
$826K ﹤0.01%
53,009
+28,323
835
$824K ﹤0.01%
13,480
+2,895
836
$821K ﹤0.01%
905
+205
837
$817K ﹤0.01%
20,337
+566
838
$816K ﹤0.01%
11,145
+2,203
839
$814K ﹤0.01%
+20,967
840
$809K ﹤0.01%
+2,768
841
$807K ﹤0.01%
35,450
-43
842
$800K ﹤0.01%
8,300
+837
843
$799K ﹤0.01%
15,176
+1,338
844
$792K ﹤0.01%
16,232
+312
845
$790K ﹤0.01%
28,533
846
$786K ﹤0.01%
4,508
+592
847
$785K ﹤0.01%
60,256
+19,053
848
$785K ﹤0.01%
4,558
-59
849
$783K ﹤0.01%
59,394
+18,747
850
$779K ﹤0.01%
25,608
+165
32 33
34
35 36