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
401
$11.4M 0.02%
168,394
-22,663
402
$11.4M 0.02%
178,482
+19,622
403
$11.4M 0.02%
46,682
+9,343
404
$11.2M 0.02%
371,824
+26,622
405
$11.1M 0.02%
355,490
-6,265
406
$11.1M 0.02%
31,208
-524
407
$11.1M 0.02%
38,642
-227
408
$11M 0.02%
40,714
+225
409
$11M 0.02%
53,827
-18,064
410
$10.9M 0.02%
82,899
+13,339
411
$10.9M 0.02%
301,208
-15,162
412
$10.9M 0.02%
171,281
+99
413
$10.8M 0.02%
67,627
-98,689
414
$10.8M 0.02%
171,077
-357
415
$10.7M 0.02%
181,143
+25,464
416
$10.7M 0.02%
302,950
+79,725
417
$10.6M 0.02%
49,636
-1,235
418
$10.5M 0.02%
535,169
419
$10.5M 0.02%
61,592
-2,966
420
$10.4M 0.02%
647,361
-74,670
421
$10.4M 0.02%
73,981
-32,449
422
$10.4M 0.02%
345,985
-40,123
423
$10.4M 0.02%
92,321
+1,413
424
$10.1M 0.02%
+74,843
425
$10.1M 0.02%
159,160
+51,923
15 16
17
18 19