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
951
$597K ﹤0.01%
+43,973
952
$596K ﹤0.01%
3,822
-637
953
$595K ﹤0.01%
119,004
954
$590K ﹤0.01%
12,008
+257
955
$589K ﹤0.01%
16,193
+8,148
956
$589K ﹤0.01%
4,898
-376
957
$588K ﹤0.01%
64,020
+13,433
958
$587K ﹤0.01%
2,514
+490
959
$586K ﹤0.01%
1,014
+291
960
$582K ﹤0.01%
2,605
+543
961
$577K ﹤0.01%
12,815
-2,477
962
$574K ﹤0.01%
+31,318
963
$574K ﹤0.01%
10,762
+389
964
$567K ﹤0.01%
5,648
-1,816
965
$567K ﹤0.01%
8,205
-29
966
$567K ﹤0.01%
58,623
-301
967
$566K ﹤0.01%
19,838
+5,410
968
$562K ﹤0.01%
4,450
+88
969
$561K ﹤0.01%
20,162
+700
970
$560K ﹤0.01%
13,972
+1,748
971
$559K ﹤0.01%
5,915
+69
972
$559K ﹤0.01%
11,873
+2,839
973
$555K ﹤0.01%
21,817
+1,575
974
$553K ﹤0.01%
9,975
+884
975
$552K ﹤0.01%
23,993
+4,102
37 38
39
40 41