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
726
$3.15M 0.01%
191,280
-3,752
727
$3.15M 0.01%
75,965
-9,526
728
$3.14M 0.01%
57,505
-10,530
729
$3.14M 0.01%
31,041
-1,575
730
$3.13M 0.01%
43,107
-11,014
731
$3.12M 0.01%
28,833
-761
732
$3.12M 0.01%
16,245
+1,818
733
$3.11M 0.01%
68,611
-1,925
734
$3.1M 0.01%
169,650
+31,063
735
$3.1M 0.01%
98,500
+14,266
736
$3.06M 0.01%
37,655
+15,694
737
$3.06M 0.01%
503,336
+407,305
738
$3.05M 0.01%
140,935
+25,189
739
$3.04M 0.01%
155,919
-1,721
740
$3.03M 0.01%
19,553
+1,930
741
$3.01M 0.01%
21,596
+2,466
742
$3.01M 0.01%
20,952
-19,517
743
$3M 0.01%
55,174
+4,881
744
$2.97M 0.01%
34,877
+13,423
745
$2.96M 0.01%
54,568
-19,436
746
$2.95M 0.01%
35,435
-2,320
747
$2.94M 0.01%
35,312
+210
748
$2.92M 0.01%
31,725
+13,902
749
$2.88M 0.01%
41,082
+1,198
750
$2.88M 0.01%
16,039
-363
28 29
30
31 32