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
301
$20.7M 0.04%
188,577
-3,224
302
$20.7M 0.04%
30,440
+638
303
$20.7M 0.04%
124,338
+18,949
304
$20.5M 0.04%
63,074
-10,821
305
$20.5M 0.04%
1,281,994
-3,693
306
$20.3M 0.04%
455,364
+8,067
307
$20.3M 0.04%
230,900
-66,098
308
$20.2M 0.04%
267,100
-183,780
309
$20.1M 0.04%
777,136
-68,796
310
$19.8M 0.04%
375,294
+17,703
311
$19.8M 0.04%
86,814
-451
312
$19.3M 0.04%
595,596
-24,315
313
$19.3M 0.04%
181,679
-7,483
314
$19.3M 0.04%
219,563
-837
315
$19.1M 0.04%
230,067
-8,028
316
$18.8M 0.04%
75,857
-3,296
317
$18.7M 0.04%
76,761
-210,107
318
$18.6M 0.04%
46,475
-5,282
319
$18.5M 0.04%
79,332
+72,926
320
$18.3M 0.04%
299,880
-13,105
321
$18.2M 0.04%
+461,079
322
$18.2M 0.04%
480,080
+47,793
323
$17.9M 0.04%
125,057
+1,168
324
$17.9M 0.04%
185,952
+97,953
325
$17.8M 0.04%
314,400
-28,155
11 12
13
14 15