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
526
$6.68M 0.01%
209,600
+114,123
527
$6.61M 0.01%
590,001
+320,097
528
$6.57M 0.01%
97,492
-12,463
529
$6.56M 0.01%
33,428
-19,206
530
$6.53M 0.01%
8,859
-2,086
531
$6.5M 0.01%
270,007
-22,245
532
$6.47M 0.01%
59,420
+4,280
533
$6.41M 0.01%
138,637
+82,190
534
$6.38M 0.01%
157,256
-704
535
$6.3M 0.01%
18,944
-64
536
$6.29M 0.01%
35,828
-430
537
$6.24M 0.01%
231,491
+31,690
538
$6.2M 0.01%
52,581
-1,515
539
$6.19M 0.01%
279,078
+40,519
540
$5.98M 0.01%
+939,511
541
$5.92M 0.01%
100,920
+31,085
542
$5.92M 0.01%
108,831
+30,274
543
$5.92M 0.01%
73,395
-40,392
544
$5.88M 0.01%
324,185
-20,405
545
$5.87M 0.01%
239,384
-19,478
546
$5.85M 0.01%
75,374
-16,828
547
$5.85M 0.01%
211,970
+35,170
548
$5.79M 0.01%
90,351
-1,303
549
$5.74M 0.01%
171,455
-25,280
550
$5.71M 0.01%
86,402
+4,161
20 21
22
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