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
651
$3.9M 0.01%
37,035
-1,900
652
$3.89M 0.01%
31,181
-3
653
$3.88M 0.01%
23,496
-2,491
654
$3.87M 0.01%
120,703
-13,463
655
$3.87M 0.01%
150,231
+744
656
$3.86M 0.01%
3,962
-572
657
$3.86M 0.01%
88,115
-61,389
658
$3.85M 0.01%
56,752
-227,573
659
$3.81M 0.01%
60,600
+7,414
660
$3.81M 0.01%
23,432
+8,052
661
$3.81M 0.01%
20,719
-207
662
$3.8M 0.01%
19,305
+255
663
$3.8M 0.01%
120,058
+2,027
664
$3.79M 0.01%
42,709
+11,121
665
$3.78M 0.01%
24,386
+1,701
666
$3.75M 0.01%
353,794
-10,017
667
$3.74M 0.01%
67,429
-3,786
668
$3.74M 0.01%
53,689
+4,060
669
$3.71M 0.01%
83,568
-27,383
670
$3.69M 0.01%
68,224
-27,480
671
$3.69M 0.01%
98,819
+6,846
672
$3.68M 0.01%
27,077
-598
673
$3.65M 0.01%
14,790
-1,323
674
$3.65M 0.01%
26,970
+1,253
675
$3.64M 0.01%
58,781
-6,253
25 26
27
28 29