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
476
$8.27M 0.02%
217,392
+31,480
477
$8.27M 0.02%
67,687
+301
478
$8.26M 0.02%
185,872
-5,777
479
$8.24M 0.02%
206,255
-10,104
480
$8.2M 0.02%
146,650
+25,965
481
$8.2M 0.02%
162,771
+18,335
482
$8.09M 0.02%
79,559
+39
483
$8.02M 0.02%
348,533
-3,437
484
$8M 0.02%
95,220
-1,516
485
$8M 0.02%
94,771
-2,569
486
$7.88M 0.02%
177,709
+23,486
487
$7.85M 0.02%
33,734
-361
488
$7.73M 0.02%
101,912
+14,464
489
$7.72M 0.02%
145,172
-4,123
490
$7.61M 0.02%
92,733
+4,227
491
$7.58M 0.02%
36,057
-3,094
492
$7.52M 0.02%
211,932
+11,678
493
$7.46M 0.02%
240,303
+8,652
494
$7.41M 0.02%
38,761
-4,110
495
$7.41M 0.02%
84,054
+69,802
496
$7.38M 0.02%
102,889
+39,220
497
$7.31M 0.02%
139,210
+9,293
498
$7.29M 0.02%
66,235
-2,305
499
$7.27M 0.02%
96,094
-575
500
$7.27M 0.02%
119,707
-645
18 19
20
21 22