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
1326
$221K ﹤0.01%
+24,025
1327
$220K ﹤0.01%
+6,320
1328
$220K ﹤0.01%
6,789
-1,534
1329
$219K ﹤0.01%
+1,890
1330
$219K ﹤0.01%
+1,458
1331
$219K ﹤0.01%
+5,164
1332
$218K ﹤0.01%
5,635
-58,651
1333
$218K ﹤0.01%
2,195
-297
1334
$217K ﹤0.01%
+2,448
1335
$217K ﹤0.01%
+8,185
1336
$217K ﹤0.01%
+404
1337
$217K ﹤0.01%
26,937
+4,652
1338
$217K ﹤0.01%
41,735
1339
$216K ﹤0.01%
+9,172
1340
$216K ﹤0.01%
+4,080
1341
$216K ﹤0.01%
+20,106
1342
$215K ﹤0.01%
2,129
-1,060
1343
$215K ﹤0.01%
10,000
1344
$214K ﹤0.01%
4,537
-348
1345
$214K ﹤0.01%
3,238
-603
1346
$214K ﹤0.01%
4,563
-1,003
1347
$213K ﹤0.01%
2,037
+174
1348
$213K ﹤0.01%
+6,968
1349
$213K ﹤0.01%
+8,580
1350
$213K ﹤0.01%
21,916
+2,101
52 53
54
55 56