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
501
$2.98M 0.02%
28,228
-6,422
502
$2.97M 0.02%
182,202
-2,362
503
$2.95M 0.02%
120,711
-15,304
504
$2.95M 0.02%
53,835
-213,359
505
$2.95M 0.02%
206,105
+58,247
506
$2.95M 0.02%
41,066
-42,809
507
$2.93M 0.02%
74,436
+6,339
508
$2.92M 0.02%
24,027
-1,302
509
$2.92M 0.02%
134,739
-3,091
510
$2.9M 0.02%
17,507
-2,509
511
$2.84M 0.02%
44,415
+1,476
512
$2.84M 0.02%
44,807
-2,820
513
$2.84M 0.02%
17,709
-180
514
$2.82M 0.02%
56,771
-73,768
515
$2.81M 0.02%
29,510
-14,974
516
$2.81M 0.02%
76,852
-109,765
517
$2.8M 0.02%
63,435
-3,167
518
$2.77M 0.02%
63,862
-5,278
519
$2.75M 0.02%
16,206
-1,656
520
$2.75M 0.02%
27,128
-250
521
$2.75M 0.02%
39,787
+1,963
522
$2.74M 0.02%
105,464
+989
523
$2.74M 0.02%
8,741
+26
524
$2.73M 0.01%
49,406
-771
525
$2.72M 0.01%
39,225
+169
19 20
21
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