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
1026
$471K ﹤0.01%
35,867
-500
1027
$468K ﹤0.01%
6,045
+304
1028
$467K ﹤0.01%
+23,017
1029
$465K ﹤0.01%
+19,782
1030
$465K ﹤0.01%
+8,009
1031
$463K ﹤0.01%
6,916
+78
1032
$461K ﹤0.01%
8,628
+2,898
1033
$460K ﹤0.01%
6,541
1034
$459K ﹤0.01%
5,973
+123
1035
$457K ﹤0.01%
3,693
+257
1036
$457K ﹤0.01%
19,553
+4,311
1037
$457K ﹤0.01%
9,952
+698
1038
$457K ﹤0.01%
10,292
-5,203
1039
$456K ﹤0.01%
+22,246
1040
$456K ﹤0.01%
+7,346
1041
$455K ﹤0.01%
+19,055
1042
$454K ﹤0.01%
24,156
-3,840
1043
$453K ﹤0.01%
+8,199
1044
$453K ﹤0.01%
+3,709
1045
$452K ﹤0.01%
14,982
-1,657
1046
$452K ﹤0.01%
14,181
+2,209
1047
$450K ﹤0.01%
8,432
+177
1048
$448K ﹤0.01%
136,064
-4,186
1049
$447K ﹤0.01%
4,040
+2
1050
$446K ﹤0.01%
10,602
-1,987
40 41
42
43 44