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
1501
– –
-10,626
1502
– –
-563
1503
– –
-25,592
1504
– –
-60,000
1505
– –
-66,554
1506
– –
-2,413
1507
– –
-19,452
1508
– –
-21,815
1509
– –
-53,876
1510
– –
-16,990
1511
– –
-42,500
1512
– –
-33,469
1513
– –
-9,200
1514
– –
-8,765
1515
– –
-24,453
1516
– –
-15,619
1517
– –
-3,597
1518
– –
-59,737
1519
– –
-29,393
1520
– –
-9,328
1521
– –
-40,342
1522
– –
-12,088
1523
– –
-2,250
1524
– –
-12,591
1525
– –
-17,550
59 60
61
62 63