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
1526
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-38,927
1527
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-563
1528
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-25,592
1529
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-60,000
1530
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1531
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-2,413
1532
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-19,452
1533
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-21,815
1534
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-53,876
1535
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-507
1536
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-54,145
1537
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-6,640
1538
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-16,990
1539
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-42,500
1540
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-33,469
1541
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-8,864
1542
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-40,902
1543
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1544
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-20,744
1545
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1546
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-10,544
1547
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-1,099
1548
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-11,917
1549
– –
-29,646
1550
– –
-11,200
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