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
1501
– –
-12,467
1502
– –
-33,407
1503
– –
-24,050
1504
– –
-7,716
1505
– –
-13,815
1506
– –
-5,175
1507
– –
-9,774
1508
– –
-54,628
1509
– –
-7,144
1510
– –
-3,386
1511
– –
-12,945
1512
– –
-25,219
1513
– –
-27,625
1514
– –
-8,821
1515
– –
-10,282
1516
– –
-4,248
1517
– –
-12,568
1518
– –
-2,800
1519
– –
-15,122
1520
– –
-6,750
1521
– –
-10,626
1522
– –
-44,605
1523
– –
-21,710
1524
– –
-26,118
1525
– –
-6,196
59 60
61
62 63