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
476
$3.36M 0.02%
285,447
+21,276
477
$3.36M 0.02%
40,185
-220
478
$3.35M 0.02%
112,376
+25,341
479
$3.33M 0.02%
100,782
-190,988
480
$3.33M 0.02%
164,692
+1,368
481
$3.32M 0.02%
460,336
-9,326
482
$3.32M 0.02%
103,114
-608
483
$3.32M 0.02%
33,821
-971
484
$3.28M 0.02%
173,455
+48
485
$3.25M 0.02%
55,635
-1,230
486
$3.25M 0.02%
66,639
-3,520
487
$3.22M 0.02%
64,889
+16,671
488
$3.21M 0.02%
31,554
-1,282
489
$3.21M 0.02%
13,079
-962
490
$3.21M 0.02%
269,635
-3,443
491
$3.17M 0.02%
91,098
+3,837
492
$3.17M 0.02%
38,821
-4,576
493
$3.16M 0.02%
100,040
-3,079
494
$3.16M 0.02%
36,439
-1,890
495
$3.13M 0.02%
60,681
-1,936
496
$3.13M 0.02%
44,760
-1,031
497
$3.13M 0.02%
72,473
-29,335
498
$3.09M 0.02%
37,039
-909
499
$3.07M 0.02%
100,995
-17,675
500
$3M 0.02%
29,010
-16,491
18 19
20
21 22