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
901
$676K ﹤0.01%
7,631
+183
902
$675K ﹤0.01%
+12,335
903
$675K ﹤0.01%
7,856
+2,272
904
$669K ﹤0.01%
28,101
-4,398
905
$669K ﹤0.01%
+41,450
906
$666K ﹤0.01%
40,583
+5,990
907
$665K ﹤0.01%
21,926
-3,324
908
$664K ﹤0.01%
7,294
+713
909
$662K ﹤0.01%
14,912
-3,792
910
$662K ﹤0.01%
10,008
+70
911
$661K ﹤0.01%
15,264
-6,702
912
$656K ﹤0.01%
6,122
+192
913
$652K ﹤0.01%
+31,672
914
$650K ﹤0.01%
10,305
915
$649K ﹤0.01%
85,000
916
$647K ﹤0.01%
27,259
-784
917
$647K ﹤0.01%
20,130
918
$647K ﹤0.01%
21,121
919
$645K ﹤0.01%
46,997
-5,254
920
$639K ﹤0.01%
12,696
+435
921
$638K ﹤0.01%
19,552
-843
922
$638K ﹤0.01%
+14,938
923
$637K ﹤0.01%
17,217
-34
924
$636K ﹤0.01%
6,750
-367
925
$635K ﹤0.01%
+19,415
35 36
37
38 39