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
876
$737K ﹤0.01%
7,621
+700
877
$736K ﹤0.01%
19,599
+1,841
878
$732K ﹤0.01%
12,231
-1,627
879
$732K ﹤0.01%
8,132
+1,724
880
$727K ﹤0.01%
4,974
-626
881
$725K ﹤0.01%
11,914
+247
882
$722K ﹤0.01%
4,241
+1,935
883
$721K ﹤0.01%
42,736
-2,275
884
$718K ﹤0.01%
61,405
+11,645
885
$716K ﹤0.01%
19,632
+210
886
$712K ﹤0.01%
19,519
-11,962
887
$710K ﹤0.01%
+38,870
888
$707K ﹤0.01%
+10,868
889
$699K ﹤0.01%
+48,851
890
$698K ﹤0.01%
9,223
-1,031
891
$698K ﹤0.01%
13,364
+4,045
892
$695K ﹤0.01%
41,700
+1,424
893
$694K ﹤0.01%
39,201
-1,431
894
$692K ﹤0.01%
13,938
-2,199
895
$690K ﹤0.01%
11,088
+2,619
896
$685K ﹤0.01%
+54,851
897
$681K ﹤0.01%
12,976
-883
898
$680K ﹤0.01%
37,458
+290
899
$679K ﹤0.01%
9,454
+4,995
900
$676K ﹤0.01%
19,264
-761
34 35
36
37 38