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
251
$12M 0.07%
44,015
+1,380
252
$11.9M 0.07%
207,168
-6,698
253
$11.8M 0.06%
215,570
-15,868
254
$11.7M 0.06%
51,558
-1,408
255
$11.6M 0.06%
150,144
+11,857
256
$11.5M 0.06%
50,603
+65
257
$11.5M 0.06%
128,521
+4,451
258
$11.4M 0.06%
84,283
-3,840
259
$11.3M 0.06%
160,259
-10,388
260
$11.3M 0.06%
49,374
-5,486
261
$11.2M 0.06%
632,988
-38,499
262
$11.2M 0.06%
277,772
+3,816
263
$11.2M 0.06%
149,764
-1,414
264
$11.2M 0.06%
103,618
+1,308
265
$11.2M 0.06%
171,650
-15,678
266
$11.2M 0.06%
22,136
+11,098
267
$11.1M 0.06%
86,865
-1,246
268
$11.1M 0.06%
171,588
+12,227
269
$10.9M 0.06%
328,902
+11,021
270
$10.8M 0.06%
115,738
-14,027
271
$10.8M 0.06%
176,912
-26,415
272
$10.8M 0.06%
81,348
-5,960
273
$10.7M 0.06%
346,185
-5,847
274
$10.6M 0.06%
153,934
+28
275
$10.5M 0.06%
426,600
+130,455
9 10
11
12 13