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
926
$631K ﹤0.01%
8,080
+2,138
927
$629K ﹤0.01%
5,535
+511
928
$628K ﹤0.01%
35,100
929
$627K ﹤0.01%
7,378
+224
930
$625K ﹤0.01%
4,215
931
$622K ﹤0.01%
13,614
+747
932
$622K ﹤0.01%
73,200
933
$618K ﹤0.01%
14,884
-1,963
934
$616K ﹤0.01%
+32,716
935
$615K ﹤0.01%
+42,151
936
$614K ﹤0.01%
11,776
+4,228
937
$614K ﹤0.01%
11,821
+452
938
$613K ﹤0.01%
13,034
+6,203
939
$611K ﹤0.01%
13,664
-929
940
$611K ﹤0.01%
32,799
-7,368
941
$610K ﹤0.01%
12,821
+3,198
942
$610K ﹤0.01%
12,250
943
$609K ﹤0.01%
4,562
-476
944
$607K ﹤0.01%
9,627
-668
945
$606K ﹤0.01%
12,000
+2,576
946
$606K ﹤0.01%
+11,083
947
$605K ﹤0.01%
2,740
-303
948
$605K ﹤0.01%
19,722
+9,788
949
$603K ﹤0.01%
7,806
-112
950
$599K ﹤0.01%
4,638
-644
36 37
38
39 40