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
1226
$286K ﹤0.01%
32,805
+14
1227
$284K ﹤0.01%
1,467
-19
1228
$284K ﹤0.01%
5,852
+168
1229
$284K ﹤0.01%
+1,986
1230
$282K ﹤0.01%
3,796
-124
1231
$281K ﹤0.01%
7,515
+589
1232
$281K ﹤0.01%
+3,850
1233
$280K ﹤0.01%
+2,037
1234
$279K ﹤0.01%
4,008
-725
1235
$278K ﹤0.01%
+2,278
1236
$276K ﹤0.01%
+4,087
1237
$275K ﹤0.01%
3,253
1238
$274K ﹤0.01%
+7,050
1239
$274K ﹤0.01%
5,217
+321
1240
$274K ﹤0.01%
5,909
1241
$272K ﹤0.01%
2,832
+95
1242
$272K ﹤0.01%
14,724
-18,308
1243
$272K ﹤0.01%
5,635
1244
$271K ﹤0.01%
+9,768
1245
$271K ﹤0.01%
672
+48
1246
$271K ﹤0.01%
+10,858
1247
$270K ﹤0.01%
9,034
-471
1248
$270K ﹤0.01%
+9,777
1249
$268K ﹤0.01%
10,927
+1,294
1250
$267K ﹤0.01%
+5,656
48 49
50
51 52