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
$47.1B
AUM Growth
+$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,030
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$59.7M
3
+$59.1M
4
V icon
Visa
V
+$56.4M
5
NVDA icon
NVIDIA
NVDA
+$53.4M

Top Sells

1
+$293M
2
+$207M
3
+$177M
4
ANET icon
Arista Networks
ANET
+$169M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$108M

Sector Composition

1 Technology 20.85%
2 Healthcare 8.89%
3 Financials 7.73%
4 Consumer Discretionary 6.41%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.96B 4.17%
4,799,609
-263,938
2
$1.91B 4.06%
45,568,396
-4,034,824
3
$1.84B 3.9%
11,140,315
-209,074
4
$1.67B 3.55%
5,800,347
+98,474
5
$933M 1.98%
2,482,102
-170,456
6
$743M 1.58%
1,808,210
-22,683
7
$593M 1.26%
5,738,985
+392,657
8
$591M 1.25%
5,697,422
-95,472
9
$582M 1.24%
20,959,100
+1,921,220
10
$558M 1.18%
2,283,072
-135,381
11
$536M 1.14%
8,359,450
-176,700
12
$520M 1.1%
1,621,554
-24,715
13
$474M 1.01%
3,078,001
-1,148,751
14
$452M 0.96%
2,478,647
+23,226
15
$437M 0.93%
2,680,825
-21,227
16
$437M 0.93%
1,936,533
+250,033
17
$434M 0.92%
4,074,759
+3,553
18
$417M 0.88%
882,159
-84,060
19
$417M 0.88%
3,196,244
+113,407
20
$383M 0.81%
3,494,371
-63,625
21
$377M 0.8%
2,479,223
-574,372
22
$373M 0.79%
2,176,989
+73,946
23
$364M 0.77%
8,058,748
+1,308,741
24
$362M 0.77%
1,606,805
-15,602
25
$360M 0.76%
2,257,686
+43,815
1
2 3 4 5