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
176
$22M 0.12%
288,625
+120,469
177
$22M 0.12%
270,776
+5,763
178
$21.3M 0.12%
484,148
+35,088
179
$21.1M 0.12%
161,079
+3,104
180
$21.1M 0.12%
120,022
+5,079
181
$21M 0.12%
490,505
-83,826
182
$20.9M 0.12%
616,985
-1,902
183
$20.3M 0.11%
355,479
+60,680
184
$20.3M 0.11%
89,494
+7,986
185
$20.1M 0.11%
173,221
+16,882
186
$19.7M 0.11%
+114,334
187
$19.6M 0.11%
347,920
+53,524
188
$19.1M 0.11%
+112,026
189
$18.9M 0.11%
171,176
+33,407
190
$18.8M 0.11%
433,050
-4,317
191
$18.6M 0.1%
287,521
+18,190
192
$18.4M 0.1%
136,921
+16,653
193
$18.2M 0.1%
+263,150
194
$18.1M 0.1%
441,660
-17,508
195
$17.9M 0.1%
183,432
196
$17.8M 0.1%
131,553
-20,461
197
$17.6M 0.1%
+180,158
198
$17.5M 0.1%
128,833
+14,391
199
$17.2M 0.1%
182,474
+2,414
200
$17.2M 0.1%
212,248
+33,690
6 7
8
9 10