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
151
$26.7M 0.15%
+399,637
152
$26.5M 0.15%
168,264
+15,628
153
$26.5M 0.15%
109,137
+84,849
154
$26.3M 0.15%
152,658
-4,623
155
$26M 0.15%
313,631
-56,942
156
$26M 0.15%
236,861
-66,715
157
$25.5M 0.14%
925,708
+34,004
158
$25.5M 0.14%
305,703
+80,765
159
$25.2M 0.14%
160,729
+11,874
160
$24.9M 0.14%
1,408,771
+304,284
161
$24.8M 0.14%
128,458
-13,931
162
$24.5M 0.14%
430,878
+46,919
163
$24.4M 0.14%
357,013
-330
164
$24.3M 0.14%
237,014
-23,238
165
$24.3M 0.14%
605,289
+15,681
166
$23.8M 0.13%
224,458
-18,943
167
$23.7M 0.13%
439,222
-6,512
168
$23.2M 0.13%
839,076
-72,581
169
$22.7M 0.13%
350,660
-80,774
170
$22.7M 0.13%
443,727
-2,576
171
$22.6M 0.13%
380,700
-3,198
172
$22.5M 0.13%
180,708
+22,017
173
$22.4M 0.13%
95,802
+3,751
174
$22.1M 0.12%
93,021
+4,961
175
$22.1M 0.12%
130,289
+1,692
5 6
7
8 9