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
401
$4.68M 0.03%
7,789
+621
402
$4.67M 0.03%
50,642
+2,810
403
$4.64M 0.03%
46,488
-3,249
404
$4.63M 0.03%
+231,670
405
$4.57M 0.03%
81,913
+2,149
406
$4.53M 0.02%
49,137
-3,953
407
$4.48M 0.02%
78,892
+7,370
408
$4.47M 0.02%
11,141
-235
409
$4.42M 0.02%
81,037
-28,626
410
$4.42M 0.02%
72,757
-3,564
411
$4.39M 0.02%
57,674
+7,731
412
$4.34M 0.02%
23,894
-22,600
413
$4.32M 0.02%
123,811
-60,697
414
$4.31M 0.02%
64,431
+493
415
$4.31M 0.02%
66,242
+820
416
$4.3M 0.02%
44,228
+2,082
417
$4.3M 0.02%
113,537
+2,911
418
$4.29M 0.02%
22,672
-1,447
419
$4.28M 0.02%
35,614
-365
420
$4.26M 0.02%
109,885
-5,792
421
$4.25M 0.02%
48,966
-2,136
422
$4.23M 0.02%
88,378
+826
423
$4.22M 0.02%
59,252
+4,192
424
$4.22M 0.02%
39,280
-1,090
425
$4.22M 0.02%
62,334
-2,593
15 16
17
18 19