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
1476
– –
-7,609
1477
– –
-11,397
1478
– –
-39,967
1479
– –
-18,000
1480
– –
-12,619
1481
– –
-40,400
1482
– –
-13,400
1483
– –
-9,115
1484
– –
-19,100
1485
– –
-4,515
1486
– –
-24,832
1487
– –
-16,139
1488
– –
-10,585
1489
– –
-11,600
1490
– –
-19,500
1491
– –
-12,467
1492
– –
-33,407
1493
– –
-24,050
1494
– –
-7,716
1495
– –
-13,815
1496
– –
-27,625
1497
– –
-8,821
1498
– –
-10,282
1499
– –
-4,248
1500
– –
-12,568
58 59
60
61 62