JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1451
$17K ﹤0.01%
1,102
1452
$17K ﹤0.01%
222
1453
$14K ﹤0.01%
40,000
1454
$13K ﹤0.01%
600
1455
$12K ﹤0.01%
2,400
1456
$10K ﹤0.01%
1,000
1457
– –
0
1458
– –
-41,600
1459
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-8,502
1460
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-10,822
1461
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-51,206
1462
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-54,145
1463
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-6,640
1464
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-13,030
1465
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1466
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-10,000
1467
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-25,000
1468
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-12,137
1469
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-4,050
1470
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-39,438
1471
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-11,020
1472
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-190,008
1473
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-19,096
1474
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-130
1475
– –
-7,609
57 58
59
60 61