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
376
$5.27M 0.03%
25,337
+1,789
377
$5.25M 0.03%
22,465
-25,022
378
$5.25M 0.03%
195,013
-29,770
379
$5.22M 0.03%
339,340
+3,302
380
$5.22M 0.03%
207,560
-22,246
381
$5.13M 0.03%
100,340
382
$5.08M 0.03%
77,220
-7,543
383
$5.04M 0.03%
127,708
+6,673
384
$5.03M 0.03%
+81,304
385
$4.98M 0.03%
42,034
-3,119
386
$4.97M 0.03%
92,677
+1,646
387
$4.96M 0.03%
15,353
-362
388
$4.88M 0.03%
67,238
+926
389
$4.88M 0.03%
283,439
+36,211
390
$4.88M 0.03%
261,048
+2,752
391
$4.87M 0.03%
72,805
-6,631
392
$4.85M 0.03%
5,771
+36
393
$4.82M 0.03%
35,243
-436
394
$4.79M 0.03%
20,793
-68
395
$4.77M 0.03%
68,410
+9,680
396
$4.77M 0.03%
97,276
-20,075
397
$4.76M 0.03%
58,074
-6,806
398
$4.76M 0.03%
58,039
-58,181
399
$4.74M 0.03%
69,309
+89
400
$4.7M 0.03%
105,267
-7,329
14 15
16
17 18