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
626
$4.29M 0.01%
150,601
+18,248
627
$4.23M 0.01%
84,126
-26,928
628
$4.23M 0.01%
+225,399
629
$4.23M 0.01%
85,490
-58,265
630
$4.19M 0.01%
13,702
+1,149
631
$4.18M 0.01%
243,349
+33,706
632
$4.17M 0.01%
125,093
-20
633
$4.15M 0.01%
357,927
+17,841
634
$4.14M 0.01%
29,193
+827
635
$4.12M 0.01%
71,760
-713
636
$4.11M 0.01%
44,016
-1,177
637
$4.1M 0.01%
18,561
-18,797
638
$4.09M 0.01%
44,171
+6,574
639
$4.08M 0.01%
125,167
+12,692
640
$4.07M 0.01%
255,646
-7,976
641
$4.06M 0.01%
38,772
+1,584
642
$4.06M 0.01%
145,829
-305
643
$4.04M 0.01%
71,627
+53,850
644
$4.04M 0.01%
580,905
-22,334
645
$4.01M 0.01%
5,703
+118
646
$4M 0.01%
285,602
+14,337
647
$4M 0.01%
28,735
-13,366
648
$3.99M 0.01%
109,068
-5,167
649
$3.97M 0.01%
108,062
+8,920
650
$3.96M 0.01%
35,379
-28,259
24 25
26
27 28