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
26
$138M 0.76%
663,766
+1,497
27
$136M 0.74%
1,236,140
+33,340
28
$134M 0.74%
963,924
-38,366
29
$132M 0.72%
2,758,258
-24,804
30
$131M 0.72%
613,148
-60,573
31
$125M 0.68%
1,554,817
+18,306
32
$121M 0.66%
653,795
-7,203
33
$119M 0.65%
2,208,900
-237,700
34
$119M 0.65%
1,999,628
-30,524
35
$118M 0.65%
324,081
-861
36
$111M 0.61%
3,857,970
-17,810
37
$110M 0.6%
1,432,933
-163,858
38
$108M 0.59%
1,323,631
-62,395
39
$108M 0.59%
1,240,192
+31,823
40
$108M 0.59%
619,561
-13,562
41
$107M 0.59%
363,054
-5,669
42
$106M 0.58%
575,312
-21,871
43
$105M 0.58%
397,437
+4,932
44
$99.5M 0.54%
407,653
-67,030
45
$98.1M 0.54%
1,226,467
+26,269
46
$91.9M 0.5%
1,608,283
-40,235
47
$89.9M 0.49%
2,125,930
-304,413
48
$89.2M 0.49%
703,857
-18,045
49
$89M 0.49%
244,898
+77
50
$88.9M 0.49%
2,070,774
-377,599
1
2
3 4 5