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
126
$35.5M 0.2%
5,991,280
+1,850,360
127
$35.4M 0.2%
509,785
+254,861
128
$34.7M 0.19%
244,991
-2,935
129
$34.4M 0.19%
433,533
-30,281
130
$33.5M 0.19%
604,737
+47,545
131
$32.4M 0.18%
386,934
+18,821
132
$32.3M 0.18%
399,761
+44,863
133
$31.2M 0.17%
222,478
+11,086
134
$30.8M 0.17%
+634,341
135
$30.7M 0.17%
+223,222
136
$30.6M 0.17%
359,002
-3,552
137
$30.1M 0.17%
503,012
-29,894
138
$29.8M 0.17%
219,239
+28,804
139
$29.6M 0.17%
105
+22
140
$29.3M 0.16%
432,444
-45,011
141
$29M 0.16%
279,339
+32,821
142
$28.7M 0.16%
440,229
-199,265
143
$28.7M 0.16%
439,901
+17,741
144
$28.4M 0.16%
359,199
+6,088
145
$27.7M 0.16%
203,160
+53,564
146
$27.5M 0.15%
255,426
+252,362
147
$27.5M 0.15%
139,711
+23,083
148
$27.3M 0.15%
881,585
+845,523
149
$27.2M 0.15%
845,392
+312,695
150
$26.7M 0.15%
503,378
-242,411
4 5
6
7 8