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
+$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 5.7%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
– –
-40,342
1477
– –
-12,619
1478
– –
-12,088
1479
– –
-2,250
1480
– –
-12,591
1481
– –
-17,550
1482
– –
-41,600
1483
– –
-8,696
1484
– –
-11,629
1485
– –
-937
1486
– –
-14,849
1487
– –
-9,115
1488
– –
-19,100
1489
– –
-4,515
1490
– –
-24,832
1491
– –
-16,139
1492
– –
-10,585
1493
– –
-11,600
1494
– –
-19,500
1495
– –
-12,467
1496
– –
-33,407
1497
– –
-24,050
1498
– –
-7,716
1499
– –
-13,815
1500
– –
-5,175
58 59
60
61 62