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
$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
226
$36.5M 0.08%
1,896,597
+178,423
227
$36.4M 0.08%
91,963
+2,776
228
$36.3M 0.08%
161,569
+983
229
$36M 0.08%
171,235
-75,312
230
$36M 0.08%
421,015
+19,726
231
$35.5M 0.08%
455,280
-20,996
232
$35M 0.07%
179,639
-10,194
233
$35M 0.07%
359,938
+43,859
234
$35M 0.07%
235,878
+7,017
235
$35M 0.07%
64,063
+37,396
236
$34.5M 0.07%
690,234
+38,353
237
$34.4M 0.07%
144,296
-7,981
238
$34.2M 0.07%
1,966,632
+87,958
239
$34.1M 0.07%
545,885
-17,671
240
$33.6M 0.07%
117,751
-1,494
241
$33.6M 0.07%
140,635
-9,621
242
$33.4M 0.07%
169,555
+9,957
243
$33.3M 0.07%
583,154
+36,030
244
$33.2M 0.07%
308,678
+205,907
245
$32.8M 0.07%
592,625
-198,972
246
$32.8M 0.07%
697,761
+136,845
247
$32.1M 0.07%
448,395
+7,260
248
$31.7M 0.07%
149,409
+13,590
249
$31.4M 0.07%
109,435
+11,499
250
$31.4M 0.07%
646,013
+120,278
8 9
10
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