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
426
$4.18M 0.02%
171,842
-10,080
427
$4.17M 0.02%
106,327
-677
428
$4.15M 0.02%
43,345
-4,455
429
$4.14M 0.02%
233,542
-4,526
430
$4.13M 0.02%
108,030
+3,180
431
$4.05M 0.02%
3,962
-58
432
$4.04M 0.02%
80,749
-2,534
433
$4.04M 0.02%
158,288
-11,868
434
$4.04M 0.02%
20,922
-1,554
435
$4.04M 0.02%
34,030
-16,855
436
$4.02M 0.02%
75,976
+200
437
$4.02M 0.02%
80,805
+123
438
$4M 0.02%
239,402
+9,359
439
$3.99M 0.02%
26,468
-1,634
440
$3.97M 0.02%
116,230
+12,019
441
$3.97M 0.02%
84,218
+1,784
442
$3.93M 0.02%
155,582
-11,546
443
$3.9M 0.02%
+94,460
444
$3.87M 0.02%
70,023
-4,987
445
$3.81M 0.02%
76,762
-22,285
446
$3.81M 0.02%
93,332
+6,738
447
$3.8M 0.02%
81,600
-197
448
$3.76M 0.02%
66,818
-3,248
449
$3.76M 0.02%
103,859
-11,767
450
$3.75M 0.02%
22,647
-6,254
16 17
18
19 20