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
1376
$197K ﹤0.01%
6,957
+1,720
1377
$197K ﹤0.01%
17,000
1378
$193K ﹤0.01%
25,006
1379
$189K ﹤0.01%
21,249
1380
$187K ﹤0.01%
+21,421
1381
$187K ﹤0.01%
+14,583
1382
$187K ﹤0.01%
14,625
+3,706
1383
$181K ﹤0.01%
+16,873
1384
$179K ﹤0.01%
13,409
-136
1385
$176K ﹤0.01%
+10,899
1386
$175K ﹤0.01%
12,350
-139
1387
$173K ﹤0.01%
14,272
-13,950
1388
$170K ﹤0.01%
+48
1389
$169K ﹤0.01%
6,782
-3,491
1390
$162K ﹤0.01%
481
1391
$157K ﹤0.01%
11,745
-1,578
1392
$157K ﹤0.01%
+12,913
1393
$156K ﹤0.01%
10,000
1394
$155K ﹤0.01%
11,085
-1,102
1395
$147K ﹤0.01%
+10,272
1396
$146K ﹤0.01%
11,349
-11,715
1397
$145K ﹤0.01%
+10,028
1398
$142K ﹤0.01%
+26,476
1399
$139K ﹤0.01%
10,781
1400
$138K ﹤0.01%
+11,000
54 55
56
57 58