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
1001
$515K ﹤0.01%
4,869
-485
1002
$513K ﹤0.01%
+20,177
1003
$512K ﹤0.01%
6,799
+1,566
1004
$511K ﹤0.01%
12,800
-7,000
1005
$504K ﹤0.01%
7,378
+2,067
1006
$503K ﹤0.01%
+3,049
1007
$500K ﹤0.01%
15,122
-1,534
1008
$497K ﹤0.01%
5,517
+1,014
1009
$495K ﹤0.01%
15,148
-482
1010
$494K ﹤0.01%
3,409
+582
1011
$494K ﹤0.01%
15,035
+3,152
1012
$494K ﹤0.01%
+5,259
1013
$493K ﹤0.01%
3,976
-5
1014
$489K ﹤0.01%
20,110
+4,657
1015
$486K ﹤0.01%
2,615
-391
1016
$483K ﹤0.01%
13,702
-650
1017
$483K ﹤0.01%
13,453
-99
1018
$483K ﹤0.01%
+37,500
1019
$483K ﹤0.01%
8,086
-43
1020
$481K ﹤0.01%
21,647
-1,520
1021
$481K ﹤0.01%
7,110
-2,024
1022
$478K ﹤0.01%
16,613
+821
1023
$475K ﹤0.01%
43,746
-300
1024
$474K ﹤0.01%
202,826
+60,729
1025
$473K ﹤0.01%
11,703
+290
39 40
41
42 43