JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.78B
AUM Growth
+$1.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$119M
3
+$105M
4
META icon
Meta Platforms (Facebook)
META
+$99.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$49M

Top Sells

1
+$16.7M
2
+$8.17M
3
+$6.64M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$6.42M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$6.2M

Sector Composition

1 Technology 12.88%
2 Financials 11.37%
3 Healthcare 10.33%
4 Energy 9.39%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$378K ﹤0.01%
12,357
-200
777
$375K ﹤0.01%
11,515
+1,000
778
$375K ﹤0.01%
+7,198
779
$373K ﹤0.01%
11,200
780
$371K ﹤0.01%
+26,791
781
$370K ﹤0.01%
18,251
782
$369K ﹤0.01%
+19,935
783
$365K ﹤0.01%
8,510
-3,200
784
$363K ﹤0.01%
+11,169
785
$363K ﹤0.01%
6,240
786
$361K ﹤0.01%
2,313
+535
787
$361K ﹤0.01%
2,500
788
$359K ﹤0.01%
+60,000
789
$358K ﹤0.01%
585
790
$355K ﹤0.01%
8,782
+988
791
$355K ﹤0.01%
12,160
792
$355K ﹤0.01%
9,460
+450
793
$354K ﹤0.01%
56
794
$354K ﹤0.01%
5,831
+1,805
795
$354K ﹤0.01%
13,766
-2,384
796
$351K ﹤0.01%
26,298
+5,891
797
$348K ﹤0.01%
9,832
+7
798
$348K ﹤0.01%
+4,760
799
$347K ﹤0.01%
+21,400
800
$345K ﹤0.01%
3,599
-479
30 31
32
33 34