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
601
$4.7M 0.01%
146,417
+13,022
602
$4.67M 0.01%
27,122
+15,526
603
$4.67M 0.01%
63,260
-2,938
604
$4.65M 0.01%
+77,437
605
$4.63M 0.01%
20,109
-1,741
606
$4.62M 0.01%
61,662
+234
607
$4.6M 0.01%
15,137
-3,337
608
$4.6M 0.01%
92,498
+3,028
609
$4.6M 0.01%
156,420
-25,510
610
$4.57M 0.01%
+74,297
611
$4.54M 0.01%
82,595
-955
612
$4.53M 0.01%
51,396
-1,437
613
$4.53M 0.01%
130,196
+9,283
614
$4.53M 0.01%
52,470
+20,824
615
$4.51M 0.01%
213,672
-34,766
616
$4.5M 0.01%
+158,670
617
$4.48M 0.01%
65,333
-124,679
618
$4.48M 0.01%
182,541
-46,828
619
$4.47M 0.01%
172,527
+21,971
620
$4.45M 0.01%
218,524
+23,304
621
$4.44M 0.01%
14,844
-1,107
622
$4.37M 0.01%
290,274
-20,557
623
$4.34M 0.01%
68,328
-6,800
624
$4.32M 0.01%
61,083
-841
625
$4.31M 0.01%
510,297
-9,600
23 24
25
26 27