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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
1551
– –
-54,145
1552
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-14,018
1553
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-10,000
1554
– –
-25,000
1555
– –
-12,137
1556
– –
-4,248
1557
– –
-12,568
1558
– –
-15,122
1559
– –
-6,750
1560
– –
-10,626
1561
– –
-44,605
1562
– –
-21,710
1563
– –
-26,118
1564
– –
-6,196
59 60 61 62
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