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
1151
$346K ﹤0.01%
16,889
-5,669
1152
$345K ﹤0.01%
5,560
-200
1153
$345K ﹤0.01%
6,844
-399
1154
$341K ﹤0.01%
12,969
+1,900
1155
$340K ﹤0.01%
33,180
+9,845
1156
$339K ﹤0.01%
+5,365
1157
$339K ﹤0.01%
+20,600
1158
$339K ﹤0.01%
1,636
+79
1159
$337K ﹤0.01%
9,510
1160
$335K ﹤0.01%
+9,102
1161
$335K ﹤0.01%
18,294
+5,715
1162
$334K ﹤0.01%
12,052
+4
1163
$334K ﹤0.01%
+21,051
1164
$333K ﹤0.01%
3,070
+745
1165
$332K ﹤0.01%
206,649
+6,000
1166
$331K ﹤0.01%
10,954
+2,423
1167
$330K ﹤0.01%
6,539
-1,694
1168
$330K ﹤0.01%
6,543
-227,409
1169
$329K ﹤0.01%
+5,058
1170
$327K ﹤0.01%
4,402
-865
1171
$327K ﹤0.01%
13,920
+475
1172
$327K ﹤0.01%
11,176
+2,394
1173
$326K ﹤0.01%
2,711
-894
1174
$326K ﹤0.01%
+31,586
1175
$326K ﹤0.01%
+2,517
45 46
47
48 49