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
976
$550K ﹤0.01%
1,784
+804
977
$549K ﹤0.01%
36,053
+616
978
$548K ﹤0.01%
10,637
+3,917
979
$545K ﹤0.01%
7,474
+1,564
980
$544K ﹤0.01%
4,136
-16,101
981
$543K ﹤0.01%
15,827
-2,890
982
$542K ﹤0.01%
13,511
-348
983
$541K ﹤0.01%
38,268
-2,176
984
$539K ﹤0.01%
15,197
-12
985
$539K ﹤0.01%
+33,652
986
$537K ﹤0.01%
29,500
987
$535K ﹤0.01%
10,418
-1,021
988
$534K ﹤0.01%
8,378
-1,358
989
$530K ﹤0.01%
10,485
+2,705
990
$528K ﹤0.01%
33,123
+5,032
991
$527K ﹤0.01%
4,335
-89
992
$523K ﹤0.01%
12,452
+2,139
993
$522K ﹤0.01%
26,450
-4,235
994
$521K ﹤0.01%
72,350
+10,000
995
$520K ﹤0.01%
10,935
996
$518K ﹤0.01%
65,200
997
$518K ﹤0.01%
54,100
+9,039
998
$518K ﹤0.01%
10,269
+300
999
$516K ﹤0.01%
3,058
-4,769
1000
$515K ﹤0.01%
13,828
+54
38 39
40
41 42