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
1426
$78K ﹤0.01%
56,000
+39,400
1427
$77K ﹤0.01%
12,100
1428
$77K ﹤0.01%
10,405
1429
$77K ﹤0.01%
5,386
1430
$76K ﹤0.01%
15,439
1431
$76K ﹤0.01%
6,500
1432
$70K ﹤0.01%
21,140
-950
1433
$58K ﹤0.01%
+155,929
1434
$55K ﹤0.01%
10,000
-10,000
1435
$53K ﹤0.01%
1,521
-1,405
1436
$52K ﹤0.01%
2,517
1437
$52K ﹤0.01%
28,055
1438
$51K ﹤0.01%
12,502
-2
1439
$50K ﹤0.01%
11,000
-6,000
1440
$50K ﹤0.01%
833
1441
$50K ﹤0.01%
10,000
1442
$48K ﹤0.01%
12,211
-8,000
1443
$46K ﹤0.01%
20,000
1444
$41K ﹤0.01%
+1,420
1445
$39K ﹤0.01%
+11,600
1446
$35K ﹤0.01%
15,357
1447
$35K ﹤0.01%
20,000
1448
$34K ﹤0.01%
500
1449
$30K ﹤0.01%
+30,000
1450
$28K ﹤0.01%
13,700
56 57
58
59 60