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
1401
$136K ﹤0.01%
+16,850
1402
$136K ﹤0.01%
+10,759
1403
$134K ﹤0.01%
20,385
-33,350
1404
$132K ﹤0.01%
14,000
1405
$130K ﹤0.01%
10,000
1406
$127K ﹤0.01%
1,542
1407
$125K ﹤0.01%
+3,237
1408
$120K ﹤0.01%
+1,648
1409
$118K ﹤0.01%
41,250
1410
$118K ﹤0.01%
+35,000
1411
$116K ﹤0.01%
2,213
+194
1412
$115K ﹤0.01%
30,528
+5,908
1413
$112K ﹤0.01%
10,000
1414
$108K ﹤0.01%
+10,378
1415
$106K ﹤0.01%
2,000
1416
$104K ﹤0.01%
12,834
1417
$103K ﹤0.01%
19,346
1418
$100K ﹤0.01%
+3,750
1419
$98K ﹤0.01%
10,832
-2,292
1420
$94K ﹤0.01%
18,900
+4,000
1421
$85K ﹤0.01%
27,908
1422
$82K ﹤0.01%
+14,523
1423
$82K ﹤0.01%
+30
1424
$80K ﹤0.01%
158,750
1425
$78K ﹤0.01%
2,581
+81
55 56
57
58 59