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
451
$9.19M 0.02%
418,396
+3,667
452
$9.16M 0.02%
51,519
-5,855
453
$9.12M 0.02%
222,140
-3,703
454
$8.98M 0.02%
416,132
+92,446
455
$8.96M 0.02%
452,798
-64,824
456
$8.94M 0.02%
92,394
+3,397
457
$8.86M 0.02%
347,853
-4,750
458
$8.85M 0.02%
145,312
-768
459
$8.85M 0.02%
82,936
-3,086
460
$8.73M 0.02%
55,158
-900
461
$8.64M 0.02%
6,555
+59
462
$8.58M 0.02%
81,918
-3,141
463
$8.55M 0.02%
44,186
-17,010
464
$8.5M 0.02%
58,043
-11,599
465
$8.46M 0.02%
117,819
-36,524
466
$8.43M 0.02%
155,236
+21,487
467
$8.42M 0.02%
103,299
-8,594
468
$8.39M 0.02%
132,760
-71,873
469
$8.38M 0.02%
59,655
-2,486
470
$8.37M 0.02%
14,958
-299
471
$8.34M 0.02%
110,401
-58,292
472
$8.32M 0.02%
41,106
-1,573
473
$8.3M 0.02%
124,878
+89,101
474
$8.28M 0.02%
85,677
-52,744
475
$8.28M 0.02%
166,394
-8,251
17 18
19
20 21