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
551
$5.7M 0.01%
142,457
+87,166
552
$5.68M 0.01%
128,860
+18,271
553
$5.67M 0.01%
40,843
+2,067
554
$5.64M 0.01%
91,248
-2,012
555
$5.62M 0.01%
58,619
+368
556
$5.61M 0.01%
66,031
+196
557
$5.6M 0.01%
36,878
+1,702
558
$5.58M 0.01%
50,325
-7,247
559
$5.55M 0.01%
48,125
+5,560
560
$5.54M 0.01%
63,740
-6,991
561
$5.51M 0.01%
91,575
+192
562
$5.49M 0.01%
105,395
-4,736
563
$5.49M 0.01%
47,681
+340
564
$5.46M 0.01%
97,155
+1,761
565
$5.42M 0.01%
18,486
-3,366
566
$5.37M 0.01%
42,124
-170,932
567
$5.33M 0.01%
39,873
+10,158
568
$5.31M 0.01%
71,955
+13,622
569
$5.31M 0.01%
100,670
-8,875
570
$5.29M 0.01%
4,145
+634
571
$5.29M 0.01%
24,167
-9,159
572
$5.29M 0.01%
35,862
-38,070
573
$5.23M 0.01%
78,467
+2,684
574
$5.21M 0.01%
38,627
+29,200
575
$5.19M 0.01%
44,699
+656
21 22
23
24 25