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
1351
$212K ﹤0.01%
+5,966
1352
$212K ﹤0.01%
2,705
1353
$212K ﹤0.01%
3,110
-2,098
1354
$212K ﹤0.01%
2,503
-329
1355
$212K ﹤0.01%
+18,257
1356
$211K ﹤0.01%
+6,972
1357
$211K ﹤0.01%
+1,679
1358
$210K ﹤0.01%
+6,712
1359
$209K ﹤0.01%
+3,172
1360
$209K ﹤0.01%
+2,436
1361
$208K ﹤0.01%
+8,437
1362
$208K ﹤0.01%
+8,467
1363
$207K ﹤0.01%
+4,815
1364
$206K ﹤0.01%
+2,707
1365
$206K ﹤0.01%
+7,108
1366
$205K ﹤0.01%
18,256
-897
1367
$205K ﹤0.01%
+350
1368
$205K ﹤0.01%
2,820
+230
1369
$203K ﹤0.01%
+5,369
1370
$202K ﹤0.01%
+2,100
1371
$202K ﹤0.01%
+8,922
1372
$201K ﹤0.01%
+5,452
1373
$200K ﹤0.01%
4,514
-3
1374
$199K ﹤0.01%
15,778
-2,095
1375
$197K ﹤0.01%
+11,514
53 54
55
56 57