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
551
$2.43M 0.01%
16,321
-42,738
552
$2.42M 0.01%
37,262
-62
553
$2.42M 0.01%
19,733
+2,017
554
$2.42M 0.01%
158,187
+1,747
555
$2.42M 0.01%
72,310
-2,726
556
$2.4M 0.01%
27,298
-2,875
557
$2.39M 0.01%
24,096
-1,904
558
$2.39M 0.01%
85,850
559
$2.37M 0.01%
14,613
-15,679
560
$2.35M 0.01%
61,387
-1,275
561
$2.33M 0.01%
56,560
-27,500
562
$2.31M 0.01%
72,336
+7,041
563
$2.3M 0.01%
195,996
-81,186
564
$2.28M 0.01%
59,475
-145
565
$2.27M 0.01%
+3,339
566
$2.27M 0.01%
40,773
-760
567
$2.27M 0.01%
55,166
-1,323
568
$2.26M 0.01%
30,454
-552
569
$2.26M 0.01%
11,984
+839
570
$2.25M 0.01%
14,293
-1,654
571
$2.24M 0.01%
29,546
-721
572
$2.23M 0.01%
53,235
+24
573
$2.22M 0.01%
12,330
+2,067
574
$2.21M 0.01%
65,417
-6,749
575
$2.21M 0.01%
43,881
-7,430
21 22
23
24 25