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
51
$88M 0.48%
2,264,310
-186,085
52
$87.2M 0.48%
3,008,133
-363,527
53
$86.5M 0.47%
587,280
+3,007
54
$85.6M 0.47%
569,995
-95,331
55
$83.4M 0.46%
1,351,521
+71,682
56
$80.6M 0.44%
1,798,668
-49,872
57
$80.4M 0.44%
958,519
-80,981
58
$79M 0.43%
222,890
-8,234
59
$77M 0.42%
763,606
+61,314
60
$76.4M 0.42%
2,766,917
-108,838
61
$76.3M 0.42%
373,358
-9,109
62
$74.3M 0.41%
1,022,340
-99,310
63
$70.9M 0.39%
842,953
-26,822
64
$70.5M 0.39%
839,354
-39,810
65
$69.8M 0.38%
237,605
+1,733
66
$69.4M 0.38%
712,156
+2,665
67
$69.3M 0.38%
800,414
-8,155
68
$69.2M 0.38%
477,247
-19,016
69
$68.4M 0.37%
687,447
+43,678
70
$67.8M 0.37%
1,324,016
-74,384
71
$65.7M 0.36%
333,447
+11,598
72
$63.3M 0.35%
808,993
-9,290
73
$62.8M 0.34%
171,501
-8,262
74
$62.7M 0.34%
621,393
-45,812
75
$62.3M 0.34%
561,572
-8,041
1 2
3
4 5