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
426
$10M 0.02%
263,622
+1,718
427
$10M 0.02%
105,834
+18,934
428
$9.95M 0.02%
29,792
-1,151
429
$9.91M 0.02%
173,605
-37,415
430
$9.82M 0.02%
301,037
-30,571
431
$9.78M 0.02%
128,272
-44,218
432
$9.72M 0.02%
166,730
-788
433
$9.72M 0.02%
68,164
-5,750
434
$9.65M 0.02%
108,736
+1,291
435
$9.63M 0.02%
197,404
-76,041
436
$9.58M 0.02%
363,913
+10,827
437
$9.57M 0.02%
344,324
+48,482
438
$9.56M 0.02%
254,170
+504
439
$9.56M 0.02%
199,855
-30,752
440
$9.55M 0.02%
191,519
-189,680
441
$9.41M 0.02%
64,779
+23
442
$9.41M 0.02%
61,006
+66
443
$9.35M 0.02%
287,260
-3,650
444
$9.35M 0.02%
81,867
+9,382
445
$9.35M 0.02%
88,811
+12,943
446
$9.34M 0.02%
6,103
-350
447
$9.25M 0.02%
81,863
-20,648
448
$9.23M 0.02%
90,741
+20,554
449
$9.22M 0.02%
81,626
+7,432
450
$9.21M 0.02%
162,894
+130,818
16 17
18
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