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
326
$17.8M 0.04%
21,634
-7,001
327
$17.8M 0.04%
195,136
-15,820
328
$17.7M 0.04%
967,372
-1,594
329
$17.6M 0.04%
133,452
+1,586
330
$17.5M 0.04%
227,548
-2,212
331
$17.5M 0.04%
375,437
+316,625
332
$17.3M 0.04%
103,642
-3,862
333
$17M 0.04%
843,350
-24,616
334
$16.9M 0.04%
558,470
-7,770
335
$16.8M 0.04%
360,449
+37,161
336
$16.8M 0.04%
164,189
+72,479
337
$16.8M 0.04%
1,329,370
-273,190
338
$16.7M 0.04%
87,532
-32,674
339
$16.1M 0.03%
70,442
-22,746
340
$16M 0.03%
88,306
-4,577
341
$16M 0.03%
50,716
-6,014
342
$16M 0.03%
405,410
+55,392
343
$15.9M 0.03%
106,009
-62,143
344
$15.8M 0.03%
93,971
-158,112
345
$15.7M 0.03%
+110,037
346
$15.7M 0.03%
61,386
-3,464
347
$15.5M 0.03%
317,164
-10,095
348
$15.5M 0.03%
466,396
-274,005
349
$15.3M 0.03%
556,685
+43,740
350
$15.1M 0.03%
338,492
+12,624
12 13
14
15 16