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
376
$13.5M 0.03%
221,405
-19,614
377
$13.4M 0.03%
95,182
+232
378
$13.4M 0.03%
69,915
+1,943
379
$13.4M 0.03%
142,712
-505
380
$13.2M 0.03%
348,324
-149,538
381
$13.2M 0.03%
323,416
-10,092
382
$13.2M 0.03%
58,449
-992
383
$13.2M 0.03%
98,129
+2,659
384
$13.2M 0.03%
172,497
-72,565
385
$13.1M 0.03%
228,254
-20,268
386
$13.1M 0.03%
117,132
+554
387
$13M 0.03%
354,078
+108,752
388
$12.9M 0.03%
89,310
-3,192
389
$12.8M 0.03%
181,567
+22,846
390
$12.7M 0.03%
370,900
-15,500
391
$12.5M 0.03%
98,656
+2,012
392
$12.3M 0.03%
406,038
-213,746
393
$12.2M 0.03%
170,411
-124,142
394
$12M 0.03%
38,176
-2,142
395
$12M 0.03%
159,458
-8,414
396
$11.9M 0.03%
195,577
+29,901
397
$11.9M 0.03%
247,623
-183,767
398
$11.8M 0.03%
167,855
+206
399
$11.8M 0.03%
310,453
-35,184
400
$11.5M 0.02%
923,027
-100,781
14 15
16
17 18