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
1276
$252K ﹤0.01%
+5,301
1277
$251K ﹤0.01%
15,081
-383
1278
$251K ﹤0.01%
+2,839
1279
$250K ﹤0.01%
4,000
1280
$250K ﹤0.01%
+4,208
1281
$249K ﹤0.01%
5,512
1282
$249K ﹤0.01%
+7,442
1283
$249K ﹤0.01%
10,103
-885
1284
$249K ﹤0.01%
+1,074
1285
$247K ﹤0.01%
+14,589
1286
$244K ﹤0.01%
+10,860
1287
$242K ﹤0.01%
+3,002
1288
$241K ﹤0.01%
+6,915
1289
$241K ﹤0.01%
8,784
-330
1290
$241K ﹤0.01%
+2,030
1291
$240K ﹤0.01%
4,053
-1,049
1292
$240K ﹤0.01%
+9,576
1293
$239K ﹤0.01%
+8,867
1294
$238K ﹤0.01%
+7,060
1295
$238K ﹤0.01%
+2,450
1296
$236K ﹤0.01%
2,958
1297
$236K ﹤0.01%
6,491
+180
1298
$235K ﹤0.01%
+3,001
1299
$235K ﹤0.01%
6,156
+881
1300
$235K ﹤0.01%
+16,350
50 51
52
53 54