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
26
$347M 0.74%
2,332,127
-1,695
27
$310M 0.66%
1,003,104
+47,632
28
$300M 0.64%
2,404,137
-3,409
29
$293M 0.62%
2,358,975
-159,739
30
$276M 0.58%
2,650,432
+7,549
31
$274M 0.58%
1,656,296
+133,899
32
$266M 0.56%
461,482
-18,213
33
$264M 0.56%
1,383,606
-57,477
34
$264M 0.56%
1,417,816
+134,473
35
$262M 0.56%
6,477,096
+523,603
36
$260M 0.55%
1,459,930
-64,463
37
$260M 0.55%
881,260
-11,448
38
$260M 0.55%
929,330
-45,505
39
$258M 0.55%
519,041
+41,082
40
$254M 0.54%
1,077,427
-1,242,599
41
$253M 0.54%
4,841,815
+167,586
42
$251M 0.53%
1,738,150
+82,973
43
$247M 0.52%
718,982
+30,769
44
$241M 0.51%
1,178,597
-99,699
45
$237M 0.5%
501,939
-18,896
46
$228M 0.48%
2,332,123
+31,577
47
$228M 0.48%
2,251,895
+240,889
48
$228M 0.48%
3,562,882
+19,144
49
$224M 0.47%
1,001,133
-31,884
50
$222M 0.47%
623,982
-3,869
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