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
851
$778K ﹤0.01%
15,759
+5,294
852
$777K ﹤0.01%
7,806
+703
853
$776K ﹤0.01%
7,060
-171
854
$776K ﹤0.01%
12,583
+3,058
855
$775K ﹤0.01%
21,204
+242
856
$775K ﹤0.01%
21,072
-19,332
857
$772K ﹤0.01%
35,978
+1,307
858
$769K ﹤0.01%
70,547
-9,954
859
$768K ﹤0.01%
30,164
-240
860
$767K ﹤0.01%
22,338
+2
861
$766K ﹤0.01%
8,246
-1,048
862
$763K ﹤0.01%
1,041
+168
863
$762K ﹤0.01%
7,215
+135
864
$761K ﹤0.01%
14,813
+2,465
865
$758K ﹤0.01%
38,193
+1,091
866
$757K ﹤0.01%
10,146
+534
867
$756K ﹤0.01%
4,357
+7
868
$754K ﹤0.01%
6,454
+198
869
$753K ﹤0.01%
12,572
+1,179
870
$753K ﹤0.01%
+42,414
871
$750K ﹤0.01%
10,442
-2,064
872
$748K ﹤0.01%
16,641
-6,715
873
$746K ﹤0.01%
27,445
874
$741K ﹤0.01%
18,726
+744
875
$738K ﹤0.01%
105,434
+4,156
33 34
35
36 37