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
51
$216M 0.46%
7,535,096
+337,956
52
$215M 0.46%
2,450,861
+38,674
53
$214M 0.45%
5,255,381
-676,275
54
$212M 0.45%
2,113,321
+269,167
55
$211M 0.45%
4,164,796
+359,708
56
$210M 0.44%
1,079,682
-44,276
57
$206M 0.44%
1,977,256
+54,967
58
$200M 0.42%
3,742,938
+643,386
59
$199M 0.42%
1,439,642
-95,476
60
$194M 0.41%
963,026
+79,551
61
$193M 0.41%
1,242,667
-93,856
62
$188M 0.4%
2,442,161
+155,772
63
$184M 0.39%
507,141
-2,217
64
$181M 0.38%
+3,321,921
65
$181M 0.38%
2,531,210
-89,455
66
$180M 0.38%
2,047,540
-92,367
67
$173M 0.37%
2,593,542
+120,199
68
$173M 0.37%
1,400,263
-1,673,103
69
$168M 0.36%
1,448,248
-56,852
70
$166M 0.35%
1,872,138
+267,165
71
$166M 0.35%
1,237,133
+192,376
72
$161M 0.34%
1,193,712
-57,045
73
$159M 0.34%
554,593
-16,304
74
$158M 0.34%
634,487
+53,158
75
$157M 0.33%
783,355
+206,954
1 2
3
4 5