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
1251
$267K ﹤0.01%
+2,389
1252
$267K ﹤0.01%
+1,779
1253
$266K ﹤0.01%
21,250
+1,250
1254
$265K ﹤0.01%
7,805
+697
1255
$264K ﹤0.01%
12,956
+8
1256
$263K ﹤0.01%
4,021
-2,265
1257
$263K ﹤0.01%
2,546
+312
1258
$262K ﹤0.01%
+7,378
1259
$262K ﹤0.01%
3,285
+318
1260
$261K ﹤0.01%
+2,543
1261
$261K ﹤0.01%
+4,842
1262
$261K ﹤0.01%
13,709
+750
1263
$258K ﹤0.01%
15,075
1264
$257K ﹤0.01%
+6,230
1265
$257K ﹤0.01%
5,212
1266
$257K ﹤0.01%
16,586
-1,641
1267
$257K ﹤0.01%
8,937
+910
1268
$255K ﹤0.01%
7,211
+273
1269
$254K ﹤0.01%
4,005
1270
$254K ﹤0.01%
3,368
-782
1271
$254K ﹤0.01%
15,942
+538
1272
$254K ﹤0.01%
9,098
1273
$253K ﹤0.01%
2,544
+144
1274
$252K ﹤0.01%
+3,041
1275
$252K ﹤0.01%
2,787
-504
49 50
51
52 53