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
101
$42.2M 0.24%
1,526,024
+1,507,699
102
$40.5M 0.23%
924,062
+67,053
103
$40.4M 0.23%
300,755
+28,788
104
$39.8M 0.22%
681,703
-31,688
105
$39.7M 0.22%
+1,089,726
106
$39.4M 0.22%
902,555
+670
107
$39.1M 0.22%
821,848
+98,406
108
$38.8M 0.22%
591,872
+45,174
109
$38.8M 0.22%
556,645
-2,642
110
$38.6M 0.22%
257,463
+24,764
111
$38.5M 0.22%
847,490
+14,170
112
$38.5M 0.22%
185,897
+9,014
113
$38.2M 0.21%
368,084
+256,733
114
$38.1M 0.21%
213,514
+13,571
115
$38M 0.21%
801,610
+35,714
116
$37.7M 0.21%
96,285
+10,795
117
$37.6M 0.21%
4,362,300
+7,750
118
$36.8M 0.21%
73,794
+10,504
119
$36.6M 0.2%
438,115
-42,775
120
$36.2M 0.2%
226,899
+27,123
121
$36M 0.2%
+294,357
122
$35.8M 0.2%
637,053
+2,143
123
$35.7M 0.2%
1,032,290
+12,755
124
$35.5M 0.2%
387,711
+11,707
125
$35.5M 0.2%
501,069
-45,997
3 4
5
6 7