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
1126
$370K ﹤0.01%
+6,516
1127
$369K ﹤0.01%
45,945
+1,990
1128
$368K ﹤0.01%
7,846
+200
1129
$367K ﹤0.01%
8,009
1130
$367K ﹤0.01%
5,642
-8,182
1131
$366K ﹤0.01%
10,242
+219
1132
$366K ﹤0.01%
6,144
+1,929
1133
$366K ﹤0.01%
1,652
+5
1134
$365K ﹤0.01%
22,882
+7,252
1135
$364K ﹤0.01%
14,788
-23,338
1136
$362K ﹤0.01%
+13,278
1137
$362K ﹤0.01%
4,606
-325
1138
$361K ﹤0.01%
21,872
-6,906
1139
$360K ﹤0.01%
12,818
-336
1140
$359K ﹤0.01%
21,536
+10,093
1141
$358K ﹤0.01%
+28,680
1142
$357K ﹤0.01%
+4,686
1143
$354K ﹤0.01%
2,536
1144
$354K ﹤0.01%
14,750
-13,321
1145
$353K ﹤0.01%
13,423
+2,292
1146
$353K ﹤0.01%
+35,143
1147
$348K ﹤0.01%
2,768
-6,411
1148
$347K ﹤0.01%
+37,000
1149
$347K ﹤0.01%
28,544
+900
1150
$347K ﹤0.01%
9,339
+808
44 45
46
47 48