JPMPWA

J.P. 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
$18.3B
AUM Growth
-$922M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,506
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.16M
3
+$8.11M
4
ZBRA icon
Zebra Technologies
ZBRA
+$6.71M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$6.19M

Top Sells

1
+$144M
2
+$123M
3
+$115M
4
OEF icon
iShares S&P 100 ETF
OEF
+$78.9M
5
META icon
Meta Platforms (Facebook)
META
+$70.7M

Sector Composition

1 Technology 13.62%
2 Healthcare 8.86%
3 Financials 8.74%
4 Industrials 6.19%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$858M 4.7%
2,927,098
-490,063
2
$497M 2.73%
10,053,672
-996,808
3
$421M 2.3%
3,139,747
-108,663
4
$395M 2.16%
1,467,059
-149,285
5
$311M 1.7%
1,053,906
+8,686
6
$286M 1.57%
1,756,177
-123,328
7
$283M 1.55%
1,823,060
-88,936
8
$266M 1.46%
2,810,000
-88,080
9
$230M 1.26%
1,336,531
-22,888
10
$221M 1.21%
1,980,014
-155,340
11
$214M 1.17%
1,144,906
+25,871
12
$208M 1.14%
1,319,927
-72,284
13
$200M 1.1%
1,609,512
-56,457
14
$200M 1.09%
1,569,059
-259,468
15
$197M 1.08%
2,995,644
-140,643
16
$188M 1.03%
1,635,335
-274,800
17
$188M 1.03%
3,430,246
-50,596
18
$187M 1.03%
1,078,755
-8,022
19
$180M 0.99%
4,325,474
-157,990
20
$178M 0.97%
1,273,194
+8,098
21
$163M 0.89%
3,016,340
-232,360
22
$152M 0.83%
785,975
-366,520
23
$147M 0.81%
1,123,536
-33,593
24
$147M 0.81%
3,581,055
-83,859
25
$141M 0.77%
3,303,863
-383,851
1
2 3 4 5