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
676
$3.62M 0.01%
15,797
+388
677
$3.62M 0.01%
+80,177
678
$3.61M 0.01%
67,742
+968
679
$3.61M 0.01%
34,040
-2,636
680
$3.6M 0.01%
32,038
-3,209
681
$3.59M 0.01%
49,277
-923
682
$3.59M 0.01%
66,438
+766
683
$3.56M 0.01%
25,769
+95
684
$3.56M 0.01%
76,403
-5,484
685
$3.55M 0.01%
150,000
686
$3.54M 0.01%
50,164
+27,753
687
$3.54M 0.01%
58,402
-2,709
688
$3.53M 0.01%
88,393
+69,042
689
$3.52M 0.01%
87,377
-60,835
690
$3.49M 0.01%
47,854
-4,647
691
$3.49M 0.01%
57,320
+12,610
692
$3.48M 0.01%
71,090
+50,014
693
$3.47M 0.01%
54,975
+5,175
694
$3.46M 0.01%
36,379
-2,097
695
$3.46M 0.01%
106,201
-15,126
696
$3.45M 0.01%
26,152
-1,687
697
$3.45M 0.01%
43,300
-7,744
698
$3.45M 0.01%
97,682
+1,991
699
$3.44M 0.01%
80,907
+59,245
700
$3.4M 0.01%
99,663
+30,324
26 27
28
29 30