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
351
$5.96M 0.03%
168,847
-1,080
352
$5.96M 0.03%
39,012
-1,074
353
$5.96M 0.03%
94,775
-287
354
$5.92M 0.03%
38,508
-666
355
$5.92M 0.03%
66,808
-1,996
356
$5.85M 0.03%
104,355
-334
357
$5.85M 0.03%
182,909
+40,338
358
$5.84M 0.03%
68,264
-7,474
359
$5.82M 0.03%
52,402
+41,842
360
$5.81M 0.03%
45,069
+114
361
$5.74M 0.03%
62,911
-5,296
362
$5.69M 0.03%
77,122
-2,330
363
$5.63M 0.03%
49,878
-11,758
364
$5.63M 0.03%
187,460
-20,750
365
$5.59M 0.03%
326,350
-17,898
366
$5.55M 0.03%
371,699
-26,215
367
$5.46M 0.03%
80,205
+24,253
368
$5.4M 0.03%
71,136
-318
369
$5.38M 0.03%
191,699
-6,984
370
$5.36M 0.03%
112,238
-18,894
371
$5.34M 0.03%
44,074
+11,124
372
$5.32M 0.03%
+179,845
373
$5.31M 0.03%
90,142
+33,632
374
$5.29M 0.03%
39,771
+2,026
375
$5.28M 0.03%
135,120
-34,390
13 14
15
16 17