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
326
$6.92M 0.04%
24,137
-140
327
$6.9M 0.04%
63,359
+32,886
328
$6.89M 0.04%
132,529
+3,722
329
$6.87M 0.04%
75,138
-7,614
330
$6.8M 0.04%
63,939
+6,785
331
$6.78M 0.04%
109,428
-5,719
332
$6.77M 0.04%
77,572
-3,946
333
$6.72M 0.04%
74,033
-2,941
334
$6.68M 0.04%
57,804
+1,280
335
$6.64M 0.04%
232,838
-6,695
336
$6.59M 0.04%
84,900
-1,009
337
$6.53M 0.04%
39,882
-1,069
338
$6.43M 0.04%
82,585
+3,464
339
$6.39M 0.04%
131,806
-6,454
340
$6.33M 0.03%
237,409
-9,833
341
$6.32M 0.03%
70,059
+1,649
342
$6.31M 0.03%
134,200
+720
343
$6.26M 0.03%
22,178
-2,552
344
$6.19M 0.03%
160,718
-77,290
345
$6.19M 0.03%
112,454
+19,637
346
$6.18M 0.03%
148,159
-16,384
347
$6.04M 0.03%
149,054
+918
348
$6.04M 0.03%
83,228
-71,295
349
$6.03M 0.03%
36,021
-19,224
350
$5.98M 0.03%
68,210
-1,057
12 13
14
15 16