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
751
$1.01M 0.01%
23,238
+251
752
$1.01M 0.01%
16,875
+344
753
$996K 0.01%
28,728
-8,955
754
$992K 0.01%
251,199
-35,365
755
$987K 0.01%
32,071
-313
756
$983K 0.01%
+27,443
757
$983K 0.01%
12,628
-1,243
758
$979K 0.01%
27,502
-2,993
759
$978K 0.01%
939,907
+71,389
760
$976K 0.01%
14,481
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761
$974K 0.01%
16,431
762
$966K 0.01%
5,274
-139
763
$964K 0.01%
15,036
-906
764
$963K 0.01%
144,168
-33,120
765
$962K 0.01%
22,312
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766
$961K 0.01%
31,346
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767
$959K 0.01%
26,244
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$957K 0.01%
38,286
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769
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35,859
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770
$947K 0.01%
4,959
-80
771
$944K 0.01%
+11,181
772
$944K 0.01%
+33,420
773
$943K 0.01%
13,606
+79
774
$943K 0.01%
23,240
+120
775
$930K 0.01%
10,395
-663
29 30
31
32 33