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
76
$57.8M 0.32%
1,762,178
-161,297
77
$56.9M 0.32%
258,024
+13,214
78
$56.8M 0.32%
648,751
+15,728
79
$53.8M 0.3%
1,015,116
+46,364
80
$52.5M 0.29%
536,863
+23,006
81
$51.6M 0.29%
357,784
+352,915
82
$50.9M 0.29%
835,033
-13,036
83
$50M 0.28%
229,519
-7,959
84
$49M 0.27%
515,072
+75,665
85
$49M 0.27%
223,712
+10,224
86
$48.8M 0.27%
584,377
+116,787
87
$48.6M 0.27%
1,164,804
+184,196
88
$48.3M 0.27%
720,319
+29,897
89
$48.2M 0.27%
1,688,319
+308,706
90
$47.5M 0.27%
512,604
+933
91
$46.5M 0.26%
612,884
-844
92
$46.5M 0.26%
1,070,652
+509,414
93
$46.5M 0.26%
+416,531
94
$45.9M 0.26%
166,271
+7,153
95
$45.7M 0.26%
414,080
+94,798
96
$45.7M 0.26%
343,380
+32,708
97
$44.7M 0.25%
781,723
+14,871
98
$43.8M 0.25%
399,710
-20,239
99
$42.7M 0.24%
769,437
-40,672
100
$42.3M 0.24%
+555,882
2 3
4
5 6