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
751
$2.87M 0.01%
18,284
+433
752
$2.86M 0.01%
19,670
-1,352
753
$2.85M 0.01%
39,108
-7,014
754
$2.84M 0.01%
38,251
+3,105
755
$2.82M 0.01%
13,045
-226
756
$2.82M 0.01%
49,624
-2,269
757
$2.82M 0.01%
23,365
+66
758
$2.81M 0.01%
128,573
-4,315
759
$2.8M 0.01%
122,101
+27,912
760
$2.8M 0.01%
43,999
-15,896
761
$2.78M 0.01%
40,532
-1,557
762
$2.77M 0.01%
19,551
-2,448
763
$2.75M 0.01%
43,306
-30,461
764
$2.74M 0.01%
38,574
+4,165
765
$2.74M 0.01%
121,290
+50,229
766
$2.74M 0.01%
113,392
+457
767
$2.74M 0.01%
33,972
-356
768
$2.73M 0.01%
6,569
+170
769
$2.73M 0.01%
74,545
+21,743
770
$2.72M 0.01%
66,256
+2,002
771
$2.7M 0.01%
81,189
-18,378
772
$2.7M 0.01%
41,470
+16,381
773
$2.68M 0.01%
11,489
-17,316
774
$2.68M 0.01%
43,228
-1,148,548
775
$2.67M 0.01%
44,271
-54
29 30
31
32 33