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
451
$3.71M 0.02%
56,807
+32,626
452
$3.71M 0.02%
53,865
+9,611
453
$3.69M 0.02%
85,395
-13,946
454
$3.68M 0.02%
246,945
-75,105
455
$3.66M 0.02%
88,700
-269,405
456
$3.63M 0.02%
68,008
-12,348
457
$3.62M 0.02%
28,553
-2,302
458
$3.6M 0.02%
222,096
-71,424
459
$3.6M 0.02%
29,412
-298
460
$3.6M 0.02%
30,084
+216
461
$3.6M 0.02%
13,100
+1,033
462
$3.59M 0.02%
200,251
-401,240
463
$3.57M 0.02%
22,330
-650
464
$3.56M 0.02%
127,006
-4,033
465
$3.56M 0.02%
29,153
-16,772
466
$3.54M 0.02%
36,302
+5,669
467
$3.52M 0.02%
30,326
-1,843
468
$3.47M 0.02%
71,428
+670
469
$3.47M 0.02%
11,872
-562
470
$3.46M 0.02%
94,313
-2,041
471
$3.46M 0.02%
117,029
-1,073
472
$3.45M 0.02%
48,835
-136,163
473
$3.4M 0.02%
40,298
-6,911
474
$3.4M 0.02%
64,640
-3,448
475
$3.38M 0.02%
28,920
-1,315
17 18
19
20 21