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
576
$2.19M 0.01%
46,455
-18,062
577
$2.16M 0.01%
25,440
-447
578
$2.16M 0.01%
118,706
-56,074
579
$2.15M 0.01%
159,095
+1,000
580
$2.14M 0.01%
12,316
+789
581
$2.13M 0.01%
43,562
-70,620
582
$2.12M 0.01%
62,611
+2,171
583
$2.11M 0.01%
44,115
-3,645
584
$2.1M 0.01%
8,793
+310
585
$2.08M 0.01%
18,297
+15,266
586
$2.08M 0.01%
15,505
+110
587
$2.06M 0.01%
30,164
+735
588
$2.05M 0.01%
200,594
-228,697
589
$2.01M 0.01%
77,889
-2,487
590
$2M 0.01%
25,126
-3,869
591
$1.99M 0.01%
41,625
-288
592
$1.97M 0.01%
10,757
-9,617
593
$1.97M 0.01%
71,679
-346
594
$1.97M 0.01%
26,505
+69
595
$1.97M 0.01%
23,049
-8,039
596
$1.95M 0.01%
12,129
-671
597
$1.95M 0.01%
38,024
+3,865
598
$1.94M 0.01%
88,582
-2,350
599
$1.94M 0.01%
20,785
-4,208
600
$1.93M 0.01%
21,201
+8,335
22 23
24
25 26