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
1051
$444K ﹤0.01%
11,700
1052
$444K ﹤0.01%
13,727
1053
$443K ﹤0.01%
+29,123
1054
$441K ﹤0.01%
18,431
+940
1055
$438K ﹤0.01%
10,133
+2,299
1056
$436K ﹤0.01%
9,519
+1,021
1057
$436K ﹤0.01%
11,401
+2,423
1058
$436K ﹤0.01%
75,758
+12,155
1059
$435K ﹤0.01%
9,981
-1,841
1060
$434K ﹤0.01%
+36,790
1061
$433K ﹤0.01%
9,700
-212
1062
$432K ﹤0.01%
10,670
+2,812
1063
$432K ﹤0.01%
20,697
-1,718
1064
$431K ﹤0.01%
+23,157
1065
$430K ﹤0.01%
20,027
+7
1066
$430K ﹤0.01%
1,671
+37
1067
$429K ﹤0.01%
3,335
+113
1068
$429K ﹤0.01%
+10,005
1069
$427K ﹤0.01%
58,560
+4,799
1070
$426K ﹤0.01%
+10,255
1071
$425K ﹤0.01%
1,322
+252
1072
$424K ﹤0.01%
4,828
+43
1073
$422K ﹤0.01%
3,111
+470
1074
$421K ﹤0.01%
+23,371
1075
$420K ﹤0.01%
6,712
-553
41 42
43
44 45