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
626
$1.66M 0.01%
40,849
-1,721
627
$1.65M 0.01%
12,131
+5
628
$1.65M 0.01%
15,815
-640
629
$1.65M 0.01%
10,689
-125
630
$1.64M 0.01%
11,031
-1,891
631
$1.63M 0.01%
53,173
+22
632
$1.63M 0.01%
+43,321
633
$1.62M 0.01%
28,983
-2,086
634
$1.61M 0.01%
92,640
-20,501
635
$1.61M 0.01%
29,375
-85,876
636
$1.6M 0.01%
18,298
-465
637
$1.57M 0.01%
26,322
+7,536
638
$1.57M 0.01%
78,236
-174,873
639
$1.56M 0.01%
15,578
+902
640
$1.54M 0.01%
53,227
-4,310
641
$1.54M 0.01%
19,662
642
$1.54M 0.01%
61,358
-89,376
643
$1.53M 0.01%
99,828
-11,545
644
$1.52M 0.01%
58,323
645
$1.51M 0.01%
49,263
-169
646
$1.51M 0.01%
+21,594
647
$1.51M 0.01%
81,844
+8,557
648
$1.51M 0.01%
161,711
649
$1.5M 0.01%
91,880
650
$1.5M 0.01%
20,015
-1,072
24 25
26
27 28