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
1301
$235K ﹤0.01%
+5,395
1302
$234K ﹤0.01%
+115
1303
$230K ﹤0.01%
+2,336
1304
$230K ﹤0.01%
+7,000
1305
$230K ﹤0.01%
+7,244
1306
$230K ﹤0.01%
4,963
+91
1307
$229K ﹤0.01%
46,287
-17,973
1308
$229K ﹤0.01%
+2,221
1309
$229K ﹤0.01%
5,150
+767
1310
$229K ﹤0.01%
+3,250
1311
$228K ﹤0.01%
+26,114
1312
$226K ﹤0.01%
+11,334
1313
$226K ﹤0.01%
+4,302
1314
$225K ﹤0.01%
+6,450
1315
$225K ﹤0.01%
880
1316
$224K ﹤0.01%
3,339
-120
1317
$224K ﹤0.01%
1,357
+25
1318
$224K ﹤0.01%
5,642
+109
1319
$224K ﹤0.01%
+2,956
1320
$223K ﹤0.01%
5,518
-866
1321
$223K ﹤0.01%
3,660
1322
$223K ﹤0.01%
2,600
+186
1323
$221K ﹤0.01%
6,160
-3,279
1324
$221K ﹤0.01%
3,777
1325
$221K ﹤0.01%
+4,062
51 52
53
54 55