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
1451
$28K ﹤0.01%
+10,500
1452
$17K ﹤0.01%
1,102
1453
$17K ﹤0.01%
222
1454
$14K ﹤0.01%
40,000
1455
$13K ﹤0.01%
600
1456
$12K ﹤0.01%
2,400
1457
$10K ﹤0.01%
1,000
1458
– –
0
1459
– –
-41,600
1460
– –
-8,502
1461
– –
-13,030
1462
– –
-14,018
1463
– –
-10,000
1464
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-25,000
1465
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-12,137
1466
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-4,050
1467
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-39,438
1468
– –
-11,020
1469
– –
-190,008
1470
– –
-19,096
1471
– –
-130
1472
– –
-7,609
1473
– –
-11,397
1474
– –
-39,967
1475
– –
-18,000
57 58
59
60 61