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
$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
State Street 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
226
$14.7M 0.08%
86,923
-4,942
227
$14.6M 0.08%
404,026
+12,245
228
$14.5M 0.08%
84,132
-2,790
229
$14.5M 0.08%
124,018
-7,619
230
$14.4M 0.08%
215,598
-4,626
231
$14.3M 0.08%
151,515
+268
232
$14.3M 0.08%
82,219
+4,998
233
$14.3M 0.08%
166,105
+14,505
234
$14M 0.08%
103,928
+1,187
235
$14M 0.08%
192,163
-23,783
236
$14M 0.08%
311,524
-112,307
237
$13.9M 0.08%
254,028
+976
238
$13.9M 0.08%
61,827
+1,192
239
$13.7M 0.08%
182,490
-109,871
240
$13.7M 0.07%
83,300
-8,674
241
$13.6M 0.07%
437,540
-25,200
242
$13.3M 0.07%
250,317
+2,897
243
$13M 0.07%
148,561
+10,851
244
$13M 0.07%
37,481
+2,988
245
$12.9M 0.07%
246,389
-25,070
246
$12.8M 0.07%
418,210
+1,022
247
$12.7M 0.07%
178,046
+72
248
$12.3M 0.07%
87,830
-9,632
249
$12.1M 0.07%
60,618
-5,382
250
$12.1M 0.07%
341,679
+95,942
8 9
10
11 12