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
676
$1.35M 0.01%
15,009
-3,019
677
$1.34M 0.01%
56,400
678
$1.34M 0.01%
13,269
-1,613
679
$1.33M 0.01%
58,664
-1,213
680
$1.32M 0.01%
42,644
+6,247
681
$1.32M 0.01%
32,315
+245
682
$1.31M 0.01%
13,267
-1,287
683
$1.3M 0.01%
53,592
-11,751
684
$1.29M 0.01%
36,230
-25,436
685
$1.29M 0.01%
53,064
+22,572
686
$1.29M 0.01%
30,265
-17,416
687
$1.28M 0.01%
14,786
-10,870
688
$1.27M 0.01%
32,716
-81,595
689
$1.26M 0.01%
47,022
-4,495
690
$1.25M 0.01%
20,829
-2,756
691
$1.25M 0.01%
23,295
+163
692
$1.25M 0.01%
127,498
693
$1.25M 0.01%
9,928
-18,405
694
$1.25M 0.01%
268,221
695
$1.25M 0.01%
26,451
+28
696
$1.24M 0.01%
39,956
-976
697
$1.23M 0.01%
37,738
-14,700
698
$1.23M 0.01%
22,453
-992
699
$1.21M 0.01%
7,250
-178
700
$1.21M 0.01%
8,242
-184
26 27
28
29 30