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
1176
$326K ﹤0.01%
3,334
-200
1177
$325K ﹤0.01%
+5,881
1178
$324K ﹤0.01%
7,165
1179
$320K ﹤0.01%
+5,074
1180
$319K ﹤0.01%
8,876
-692
1181
$318K ﹤0.01%
7,535
+227
1182
$318K ﹤0.01%
4,637
+424
1183
$318K ﹤0.01%
6,906
+866
1184
$317K ﹤0.01%
15,371
+5,347
1185
$317K ﹤0.01%
1,480
-8,219
1186
$316K ﹤0.01%
10,764
-2,777
1187
$316K ﹤0.01%
+8,892
1188
$315K ﹤0.01%
+7,533
1189
$314K ﹤0.01%
6,655
-114
1190
$312K ﹤0.01%
+9,779
1191
$312K ﹤0.01%
+1,609
1192
$312K ﹤0.01%
8,989
+208
1193
$311K ﹤0.01%
17,392
-5,570
1194
$311K ﹤0.01%
12,170
+150
1195
$310K ﹤0.01%
3,317
-42,729
1196
$310K ﹤0.01%
13,728
+2,754
1197
$308K ﹤0.01%
4,789
+55
1198
$308K ﹤0.01%
2,256
+169
1199
$307K ﹤0.01%
21,569
+7,569
1200
$306K ﹤0.01%
+6,906
46 47
48
49 50