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
1101
$389K ﹤0.01%
12,934
-5,063
1102
$389K ﹤0.01%
+22,753
1103
$389K ﹤0.01%
+19,562
1104
$388K ﹤0.01%
15,000
+7,385
1105
$388K ﹤0.01%
+12,913
1106
$388K ﹤0.01%
28,873
+468
1107
$387K ﹤0.01%
5,621
+142
1108
$386K ﹤0.01%
4,773
-54
1109
$383K ﹤0.01%
+10,653
1110
$383K ﹤0.01%
10,490
1111
$383K ﹤0.01%
73,868
+2,050
1112
$382K ﹤0.01%
8,461
+446
1113
$381K ﹤0.01%
28,429
+9,831
1114
$379K ﹤0.01%
6,823
+675
1115
$378K ﹤0.01%
24,540
-1,200
1116
$377K ﹤0.01%
3,992
+19
1117
$377K ﹤0.01%
5,242
+641
1118
$376K ﹤0.01%
11,504
+322
1119
$376K ﹤0.01%
5,765
-1,561
1120
$374K ﹤0.01%
10,907
1121
$374K ﹤0.01%
14,263
+2,174
1122
$372K ﹤0.01%
125
-2
1123
$372K ﹤0.01%
+5,197
1124
$371K ﹤0.01%
16,829
+1,497
1125
$370K ﹤0.01%
+4,675
43 44
45
46 47