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
276
$26.8M 0.06%
288,015
+71,568
277
$25.9M 0.05%
627,512
+388,798
278
$25.8M 0.05%
188,332
-32,930
279
$25.7M 0.05%
1,479,961
+1,135,370
280
$25.4M 0.05%
276,225
-379,685
281
$25.1M 0.05%
248,338
-66,732
282
$24.8M 0.05%
318,571
-107,427
283
$24.8M 0.05%
331,442
-24,168
284
$24.6M 0.05%
143,288
+10,799
285
$23.9M 0.05%
558,384
-46,511
286
$23.7M 0.05%
74,509
+212
287
$23.7M 0.05%
731,460
+3,601
288
$23.5M 0.05%
510,463
+206,403
289
$22.9M 0.05%
329,518
+398
290
$22.7M 0.05%
364,217
+38,881
291
$22.6M 0.05%
197,555
+20,303
292
$22.4M 0.05%
949,344
+844,375
293
$22.2M 0.05%
754,895
-11,285
294
$22.2M 0.05%
1,249,120
-2,225,827
295
$22.1M 0.05%
527,470
+6,763
296
$22M 0.05%
117,576
-13,579
297
$21.5M 0.05%
139,496
+4,900
298
$21.2M 0.04%
127,586
+3,493
299
$21.1M 0.04%
625,731
-265,701
300
$21M 0.04%
283,857
-11,472
10 11
12
13 14