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
601
$1.92M 0.01%
23,545
-384
602
$1.9M 0.01%
253,994
+3,772
603
$1.9M 0.01%
15,610
-1,761
604
$1.88M 0.01%
34,497
+178
605
$1.87M 0.01%
43,600
+16,550
606
$1.87M 0.01%
34,584
-398
607
$1.86M 0.01%
46,684
-1,877
608
$1.86M 0.01%
53,227
-34,360
609
$1.84M 0.01%
15,935
-1,546
610
$1.82M 0.01%
38,448
+319
611
$1.81M 0.01%
20,586
-1,932
612
$1.81M 0.01%
22,533
-1,529
613
$1.8M 0.01%
29,107
-301
614
$1.78M 0.01%
53,758
+2
615
$1.77M 0.01%
+65,169
616
$1.77M 0.01%
102,669
-4,629
617
$1.77M 0.01%
31,978
-2,020
618
$1.75M 0.01%
10,133
-500
619
$1.73M 0.01%
29,993
+466
620
$1.73M 0.01%
11,966
-824
621
$1.72M 0.01%
55,277
-15,078
622
$1.69M 0.01%
40,225
-3,420
623
$1.69M 0.01%
14,790
-963
624
$1.69M 0.01%
12,371
-35,738
625
$1.69M 0.01%
47,947
-2,782
23 24
25
26 27