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
576
$5.18M 0.01%
94,081
+157
577
$5.16M 0.01%
36,795
-6,135
578
$5.15M 0.01%
113,435
+4,482
579
$5.14M 0.01%
145,797
+60,050
580
$5.13M 0.01%
34,694
-5,121
581
$5.13M 0.01%
51,889
+15,283
582
$5.09M 0.01%
19,989
+1,053
583
$5.06M 0.01%
+61,743
584
$5.06M 0.01%
74,947
-12,839
585
$4.97M 0.01%
58,975
+10,200
586
$4.96M 0.01%
76,849
-4,384
587
$4.94M 0.01%
129,407
-22,326
588
$4.93M 0.01%
73,485
-3,069
589
$4.9M 0.01%
37,699
-4,468
590
$4.88M 0.01%
59,695
+6,733
591
$4.85M 0.01%
109,638
-10,722
592
$4.85M 0.01%
103,170
+34,000
593
$4.84M 0.01%
136,163
-4,159
594
$4.84M 0.01%
61,832
+14,770
595
$4.83M 0.01%
61,547
+3,222
596
$4.82M 0.01%
551,802
597
$4.82M 0.01%
86,866
+487
598
$4.8M 0.01%
65,610
+175
599
$4.8M 0.01%
39,832
+2,254
600
$4.73M 0.01%
208,255
+125
22 23
24
25 26