JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
+9.96%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$44.8B
AUM Growth
+$6.51B
(+17%)
Cap. Flow
+$3.35B
Cap. Flow
% of AUM
7.49%
Top 10 Holdings %
Top 10 Hldgs %
22.56%
Holding
2,036
New
121
Increased
873
Reduced
848
Closed
114
Top Buys
| 1 |
Arista Networks
ANET
|
$1.44B |
| 2 |
iShares Russell 3000 ETF
IWV
|
$268M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$233M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$211M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$152M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$79.3M |
| 2 |
Boston Properties
BXP
|
$73.6M |
| 3 |
Amazon
AMZN
|
$70.3M |
| 4 |
Salesforce
CRM
|
$64.9M |
| 5 |
Fifth Third Bancorp
FITB
|
$60.4M |
Sector Composition
| 1 | Technology | 17.29% |
| 2 | Healthcare | 10.08% |
| 3 | Financials | 7.99% |
| 4 | Industrials | 6.44% |
| 5 | Energy | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Ally Financial
ALLY
$12.8B
| – | – |
-9,508
| Closed | -$265K |
|
2027
Alnylam Pharmaceuticals
ALNY
$59.4B
| – | – |
-1,135
| Closed | -$227K |
|
2028
Alarm.com
ALRM
$2.85B
| – | – |
-3,361
| Closed | -$218K |
|
2029
ARK Fintech Innovation ETF
ARKF
$1.33B
| – | – |
-10,186
| Closed | -$157K |
|
2030
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.29B
| – | – |
-6,198
| Closed | -$279K |
|
2031
ARK Web x.0 ETF
ARKW
$2.33B
| – | – |
-4,678
| Closed | -$214K |
|
2032
Atara Biotherapeutics
ATRA
$89.9M
| – | – |
-400
| Closed | -$38K |
|
2033
Aurora
AUR
$10.3B
| – | – |
-31,245
| Closed | -$69K |
|
2034
Axalta
AXTA
$6.76B
| – | – |
-52,196
| Closed | -$1.1M |
|
2035
Beam Therapeutics
BEAM
$1.88B
| – | – |
-4,715
| Closed | -$225K |
|
2036
Global X Blockchain ETF
BKCH
$228M
| – | – |
-16,875
| Closed | -$396K |
|