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
701
$3.38M 0.01%
98,703
+10,371
702
$3.38M 0.01%
23,742
+301
703
$3.38M 0.01%
98,539
-5,753
704
$3.38M 0.01%
126,773
-11,351
705
$3.38M 0.01%
113,829
-2,950
706
$3.36M 0.01%
58,302
-4,367
707
$3.35M 0.01%
92,916
+55,855
708
$3.34M 0.01%
12,789
+4,783
709
$3.33M 0.01%
62,642
+34,557
710
$3.33M 0.01%
60,964
-226,817
711
$3.32M 0.01%
61,568
+23,882
712
$3.29M 0.01%
39,287
-6,200
713
$3.28M 0.01%
64,483
+6,119
714
$3.26M 0.01%
22,338
+480
715
$3.24M 0.01%
18,083
+1,600
716
$3.23M 0.01%
63,249
+6,342
717
$3.22M 0.01%
46,801
-387
718
$3.19M 0.01%
47,868
+1,265
719
$3.19M 0.01%
173,797
-108,218
720
$3.19M 0.01%
14,340
+1,482
721
$3.19M 0.01%
32,910
+2,745
722
$3.17M 0.01%
70,578
+17,128
723
$3.16M 0.01%
16,939
-427
724
$3.16M 0.01%
11,353
-153
725
$3.16M 0.01%
95,124
-102,630
27 28
29
30 31