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
701
$1.2M 0.01%
26,585
-1,732
702
$1.2M 0.01%
24,383
-2,137
703
$1.19M 0.01%
57,398
-10,358
704
$1.16M 0.01%
16,682
+5,671
705
$1.15M 0.01%
64,440
-1,208
706
$1.15M 0.01%
15,098
+911
707
$1.14M 0.01%
42,886
+1,589
708
$1.14M 0.01%
22,869
-4,280
709
$1.14M 0.01%
18,272
+12
710
$1.14M 0.01%
31,750
-110
711
$1.13M 0.01%
77,300
-36,500
712
$1.13M 0.01%
3,420
-146
713
$1.12M 0.01%
3,783
-1,381
714
$1.12M 0.01%
35,024
+1,800
715
$1.12M 0.01%
64,106
-2,743
716
$1.11M 0.01%
27,077
-2,205
717
$1.11M 0.01%
389,636
-4,474
718
$1.11M 0.01%
26,971
-12,627
719
$1.1M 0.01%
38,841
-324
720
$1.1M 0.01%
18,153
+1,579
721
$1.1M 0.01%
25,228
722
$1.1M 0.01%
15,765
-384
723
$1.1M 0.01%
18,617
724
$1.09M 0.01%
25,046
-278
725
$1.09M 0.01%
29,774
+7,002
27 28
29
30 31