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
1526
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1527
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-8,696
1528
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1529
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1530
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1531
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1532
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1533
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1534
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1535
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1536
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-12,945
1537
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-25,219
1538
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-2,800
1539
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1540
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-6,750
1541
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1542
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1543
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1544
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1545
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1546
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-38,927
1547
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-507
1548
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-6,640
1549
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-40,902
1550
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-10,544
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