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
201
$16.9M 0.09%
+493,890
202
$16.8M 0.09%
127,053
+4,927
203
$16.7M 0.09%
+167,356
204
$16.6M 0.09%
199,041
-15,423
205
$16.6M 0.09%
99,621
-2,322
206
$16.3M 0.09%
232,759
+24,450
207
$16.3M 0.09%
158,613
+10,051
208
$16.3M 0.09%
243,226
+172,222
209
$16.3M 0.09%
104,597
+28,205
210
$16.3M 0.09%
87,652
+8,521
211
$16.2M 0.09%
938,280
+28,470
212
$16.2M 0.09%
397,311
+34,545
213
$15.8M 0.09%
205,268
-126,451
214
$15.6M 0.09%
+1,425,241
215
$15.5M 0.09%
+815,381
216
$15.5M 0.09%
146,931
-82,438
217
$15.5M 0.09%
101,999
+7,058
218
$15.5M 0.09%
53,237
+6,190
219
$15.4M 0.09%
355,737
+85,066
220
$15.3M 0.09%
+407,509
221
$15M 0.08%
88,655
+1,583
222
$15M 0.08%
+309,144
223
$14.8M 0.08%
320,559
-27,961
224
$14.8M 0.08%
252,811
+17,998
225
$14.8M 0.08%
51,133
+773
7 8
9
10 11