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
726
$1.09M 0.01%
36,644
727
$1.09M 0.01%
6,557
-75
728
$1.09M 0.01%
15,043
+5,735
729
$1.09M 0.01%
17,044
-1,542
730
$1.08M 0.01%
8,999
-66
731
$1.07M 0.01%
5,496
-465
732
$1.07M 0.01%
52,552
-16,507
733
$1.07M 0.01%
8,665
+292
734
$1.06M 0.01%
8,307
-1,495
735
$1.06M 0.01%
19,540
-380,820
736
$1.06M 0.01%
8,238
-604
737
$1.06M 0.01%
91,233
-20,213
738
$1.06M 0.01%
20,082
+2,077
739
$1.05M 0.01%
16,774
-966
740
$1.05M 0.01%
62,519
+3,613
741
$1.04M 0.01%
57,371
-6,999
742
$1.04M 0.01%
33,856
-1,799
743
$1.04M 0.01%
21,088
-993
744
$1.03M 0.01%
52,104
-788
745
$1.03M 0.01%
17,544
-2,140
746
$1.03M 0.01%
12,763
+22
747
$1.02M 0.01%
935
-69
748
$1.02M 0.01%
15,209
-245
749
$1.01M 0.01%
39,377
-2,928
750
$1.01M 0.01%
21,952
-2,860
28 29
30
31 32