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
251
$31.2M 0.07%
188,494
-8,324
252
$30.9M 0.07%
239,226
-58,493
253
$30.9M 0.07%
152,864
+31,725
254
$30.7M 0.07%
66
+4
255
$30.5M 0.06%
644,048
+508,385
256
$30.3M 0.06%
326,901
+253,137
257
$30.2M 0.06%
245,822
-22,529
258
$30.2M 0.06%
145,043
-1,981
259
$29.8M 0.06%
302,747
+3,594
260
$29.7M 0.06%
12,069
-489
261
$29.6M 0.06%
158,429
-175
262
$29.5M 0.06%
176,460
-11,554
263
$29.5M 0.06%
1,849,017
-64,149
264
$29.4M 0.06%
1,649,144
+826,294
265
$29.1M 0.06%
212,188
+17,275
266
$29.1M 0.06%
63,031
-69,751
267
$29.1M 0.06%
63,238
-45,113
268
$28.6M 0.06%
193,283
-19,732
269
$28.5M 0.06%
634,796
-51,518
270
$28.1M 0.06%
509,788
+71
271
$28M 0.06%
237,405
+3,842
272
$27.2M 0.06%
79,025
+2,289
273
$27.2M 0.06%
2,158,132
-131,545
274
$27.2M 0.06%
926,659
+743,072
275
$27.2M 0.06%
794,532
+72,501
9 10
11
12 13