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
651
$1.49M 0.01%
16,407
-590
652
$1.49M 0.01%
23,172
+312
653
$1.49M 0.01%
83,580
+21,980
654
$1.48M 0.01%
31,799
-2,440
655
$1.48M 0.01%
77,763
-4,410
656
$1.48M 0.01%
71,414
-109
657
$1.47M 0.01%
36,132
+575
658
$1.47M 0.01%
12,474
+3,084
659
$1.46M 0.01%
12,369
-19,356
660
$1.45M 0.01%
30,492
+1,042
661
$1.44M 0.01%
25,625
-5,887
662
$1.43M 0.01%
12,359
-920
663
$1.42M 0.01%
22,108
-1,298
664
$1.42M 0.01%
36,205
-1,422
665
$1.41M 0.01%
13,525
+60
666
$1.4M 0.01%
10,999
-1,321
667
$1.39M 0.01%
32,566
-2,766
668
$1.39M 0.01%
17,149
-24
669
$1.39M 0.01%
51,228
-662
670
$1.38M 0.01%
142,867
-7,618
671
$1.38M 0.01%
12,745
-74
672
$1.36M 0.01%
27,577
-4,608
673
$1.36M 0.01%
21,719
-494
674
$1.36M 0.01%
55,917
-3,315
675
$1.35M 0.01%
61,534
-18,461
25 26
27
28 29