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
1076
$417K ﹤0.01%
6,930
1077
$416K ﹤0.01%
28,158
-5,213
1078
$416K ﹤0.01%
6,704
+2,122
1079
$415K ﹤0.01%
10,196
+1,838
1080
$415K ﹤0.01%
5,931
+1,999
1081
$413K ﹤0.01%
8,434
-631
1082
$413K ﹤0.01%
+6,726
1083
$413K ﹤0.01%
31,412
-25,773
1084
$412K ﹤0.01%
80,472
-81,971
1085
$406K ﹤0.01%
7,817
-136
1086
$405K ﹤0.01%
6,513
+650
1087
$404K ﹤0.01%
6,091
+195
1088
$404K ﹤0.01%
+32,680
1089
$401K ﹤0.01%
2,327
-166
1090
$400K ﹤0.01%
60,959
-9,569
1091
$400K ﹤0.01%
4,500
-400
1092
$395K ﹤0.01%
16,533
+1,270
1093
$395K ﹤0.01%
5,701
+248
1094
$394K ﹤0.01%
8,303
+2,375
1095
$392K ﹤0.01%
96,959
+84,388
1096
$391K ﹤0.01%
10,429
-111
1097
$391K ﹤0.01%
6,731
-1,074
1098
$391K ﹤0.01%
+18,639
1099
$390K ﹤0.01%
7,567
1100
$390K ﹤0.01%
+32,456
42 43
44
45 46