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
501
$7.24M 0.02%
161,652
+69,234
502
$7.19M 0.02%
81,339
-4,919
503
$7.15M 0.02%
158,560
+906
504
$7.13M 0.02%
103,895
-14,871
505
$7.12M 0.02%
46,341
+2,870
506
$7.07M 0.02%
172,890
-329,095
507
$7.07M 0.02%
16,484
+9,610
508
$7.06M 0.02%
259,000
-2,040
509
$7.05M 0.02%
14,527
-3,882
510
$7.01M 0.01%
97,781
+30,574
511
$7.01M 0.01%
510,858
+19,625
512
$7M 0.01%
+27,273
513
$7M 0.01%
182,010
+23,630
514
$6.99M 0.01%
37,701
-1,258
515
$6.97M 0.01%
125,420
-5,500
516
$6.94M 0.01%
73,580
-86,681
517
$6.91M 0.01%
34,728
+11,708
518
$6.87M 0.01%
61,256
-2,898
519
$6.86M 0.01%
104,348
+65,940
520
$6.84M 0.01%
108,504
-635
521
$6.79M 0.01%
74,594
+16,819
522
$6.79M 0.01%
137,104
+121,392
523
$6.76M 0.01%
192,616
+49,845
524
$6.74M 0.01%
56,407
+12,070
525
$6.69M 0.01%
78,397
+8,556
19 20
21
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