We are live on ! Find out more
JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
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
+$138M
2
+$111M
3
+$108M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$99.3M
5
AVGO icon
Broadcom
AVGO
+$84.8M

Top Sells

1
+$59.4M
2
+$40.2M
3
+$18.2M
4
GM icon
General Motors
GM
+$16.3M
5
GE icon
GE Aerospace
GE
+$13.3M

Sector Composition

1 Technology 12.87%
2 Financials 10.39%
3 Healthcare 8.93%
4 Communication Services 5.7%
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
– –
-40,342
1460
– –
-12,619
1461
– –
-40,400
1462
– –
-27,625
1463
– –
-8,821
1464
– –
-60,000
1465
– –
-66,554
1466
– –
-6,640
1467
– –
-8,880
1468
– –
-1,963
1469
– –
-20,744
1470
– –
-13,030
1471
– –
-4,050
1472
– –
-39,438
1473
– –
-11,020
1474
– –
-190,008
1475
– –
-19,096
57 58
59
60 61