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
351
$15.1M 0.03%
223,015
-4,416
352
$14.9M 0.03%
72,235
+39,938
353
$14.9M 0.03%
110,858
-27,874
354
$14.9M 0.03%
173,864
+2,156
355
$14.8M 0.03%
284,672
+17,084
356
$14.7M 0.03%
79,993
-389
357
$14.7M 0.03%
159,717
-6,724
358
$14.6M 0.03%
47,723
-1,480
359
$14.6M 0.03%
533,471
-151,786
360
$14.6M 0.03%
48,192
-1,804
361
$14.4M 0.03%
272,530
+66,920
362
$14.4M 0.03%
103,882
-5,498
363
$14.3M 0.03%
370,666
+180,776
364
$14.2M 0.03%
263,347
-9,515
365
$14.2M 0.03%
107,768
-11,558
366
$14.1M 0.03%
140,414
-6,855
367
$14.1M 0.03%
137,106
+33,836
368
$14M 0.03%
617,724
+35,799
369
$13.8M 0.03%
405,274
+217,180
370
$13.7M 0.03%
205,591
-14,187
371
$13.7M 0.03%
197,294
-577,540
372
$13.7M 0.03%
652,254
-7,568
373
$13.7M 0.03%
512,791
+3,482
374
$13.6M 0.03%
252,253
+10,535
375
$13.5M 0.03%
233,050
-99,721
13 14
15
16 17