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
1201
$306K ﹤0.01%
4,951
-71
1202
$304K ﹤0.01%
7,514
1203
$304K ﹤0.01%
6,168
-4,639
1204
$303K ﹤0.01%
23,901
1205
$301K ﹤0.01%
6,985
-1,199
1206
$300K ﹤0.01%
7,117
-628
1207
$299K ﹤0.01%
+9,266
1208
$299K ﹤0.01%
+12,300
1209
$299K ﹤0.01%
+2,970
1210
$298K ﹤0.01%
6,875
+135
1211
$298K ﹤0.01%
52,345
-8,621
1212
$298K ﹤0.01%
1,798
+639
1213
$298K ﹤0.01%
9,180
+1,018
1214
$296K ﹤0.01%
14,204
1215
$293K ﹤0.01%
+12,336
1216
$293K ﹤0.01%
+38,860
1217
$292K ﹤0.01%
13,564
+672
1218
$291K ﹤0.01%
6,004
1219
$290K ﹤0.01%
5,400
1220
$289K ﹤0.01%
4,574
-380
1221
$289K ﹤0.01%
4,396
+146
1222
$289K ﹤0.01%
7,922
+230
1223
$287K ﹤0.01%
+4,003
1224
$287K ﹤0.01%
+13,205
1225
$287K ﹤0.01%
4,543
+1,057
47 48
49
50 51