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
526
$2.71M 0.01%
99,200
-1,575
527
$2.71M 0.01%
92,550
+18
528
$2.7M 0.01%
44,566
-1,260
529
$2.68M 0.01%
71,920
+21,141
530
$2.68M 0.01%
80,779
+807
531
$2.63M 0.01%
102,778
-837
532
$2.63M 0.01%
55,744
+20,242
533
$2.62M 0.01%
166,377
+39,827
534
$2.61M 0.01%
22,238
-7,455
535
$2.61M 0.01%
87,048
-17,749
536
$2.58M 0.01%
52,120
+5,260
537
$2.55M 0.01%
32,914
-166
538
$2.55M 0.01%
390,721
+52,180
539
$2.55M 0.01%
17,499
+1,340
540
$2.54M 0.01%
55,770
+2,279
541
$2.53M 0.01%
90,681
-1,501
542
$2.53M 0.01%
24,383
-1,495
543
$2.52M 0.01%
141,740
+20,010
544
$2.51M 0.01%
23,999
+322
545
$2.51M 0.01%
26,762
+22,079
546
$2.49M 0.01%
16,900
-358
547
$2.49M 0.01%
42,633
-19,724
548
$2.48M 0.01%
69,134
-1,503
549
$2.46M 0.01%
63,709
+474
550
$2.45M 0.01%
16,483
-6,863
20 21
22
23 24