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
301
$8.38M 0.05%
396,832
-31,242
302
$8.26M 0.05%
363,719
-12,467
303
$8.16M 0.04%
31,209
-2,906
304
$8.11M 0.04%
+164,521
305
$8.01M 0.04%
202,563
-3,900
306
$7.99M 0.04%
71,472
+11,621
307
$7.99M 0.04%
283,550
-67,309
308
$7.98M 0.04%
180,774
-3,958
309
$7.88M 0.04%
55,882
-1,071
310
$7.79M 0.04%
38,804
-500
311
$7.75M 0.04%
27,592
-743
312
$7.68M 0.04%
128,738
+72,842
313
$7.66M 0.04%
53,797
+13,880
314
$7.65M 0.04%
175,283
+12,678
315
$7.57M 0.04%
47,035
+1,219
316
$7.57M 0.04%
293,382
-19,422
317
$7.53M 0.04%
192,327
+1,642
318
$7.48M 0.04%
292,758
-3,271
319
$7.48M 0.04%
36,363
-5,718
320
$7.42M 0.04%
249,514
-1,207
321
$7.34M 0.04%
330,414
+83,490
322
$7.31M 0.04%
119,602
+22,659
323
$7.28M 0.04%
322,046
-3,253
324
$7.13M 0.04%
61,909
-556
325
$6.93M 0.04%
74,966
-5,254
11 12
13
14 15