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
276
$10.4M 0.06%
301,903
-994
277
$10.3M 0.06%
59,884
-259
278
$10.1M 0.06%
157,788
-29,583
279
$10.1M 0.06%
42,290
-3,210
280
$10M 0.06%
244,651
-16,301
281
$9.99M 0.05%
169,155
+220
282
$9.81M 0.05%
199,330
+24,653
283
$9.8M 0.05%
5,229
-2,520
284
$9.69M 0.05%
72,281
-20,307
285
$9.68M 0.05%
72,046
+38,384
286
$9.6M 0.05%
267,128
+22,902
287
$9.48M 0.05%
182,911
-4,005
288
$9.33M 0.05%
234,561
+2,550
289
$9.32M 0.05%
105,252
-7,292
290
$9.21M 0.05%
110,620
-4,358
291
$9.16M 0.05%
392,635
-9,585
292
$9.09M 0.05%
109,591
-5,531
293
$9.09M 0.05%
149,116
+1,606
294
$8.91M 0.05%
80,471
-479
295
$8.73M 0.05%
112,956
+105,634
296
$8.68M 0.05%
63,951
-702
297
$8.65M 0.05%
470,631
+29,111
298
$8.63M 0.05%
193,187
-211
299
$8.4M 0.05%
63,050
-98,006
300
$8.39M 0.05%
716,838
-6,858
10 11
12
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