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
776
$928K 0.01%
46,664
-11,635
777
$928K 0.01%
91,972
-36,632
778
$922K 0.01%
30,531
+3,744
779
$920K 0.01%
49,658
-3,032
780
$916K 0.01%
2,318
-580
781
$915K 0.01%
17,106
+10,279
782
$903K ﹤0.01%
32,060
+278
783
$903K ﹤0.01%
6,971
-1,241
784
$895K ﹤0.01%
68,752
-13,395
785
$892K ﹤0.01%
26,356
786
$891K ﹤0.01%
50,000
787
$883K ﹤0.01%
26,357
+20,840
788
$880K ﹤0.01%
36,815
-3,855
789
$878K ﹤0.01%
8,198
-3,518
790
$878K ﹤0.01%
12,872
-1,057
791
$875K ﹤0.01%
22,591
+29
792
$873K ﹤0.01%
49,555
-1,351
793
$866K ﹤0.01%
+22,045
794
$864K ﹤0.01%
17,227
-241
795
$858K ﹤0.01%
25,045
-7,000
796
$858K ﹤0.01%
8,141
-80
797
$858K ﹤0.01%
5,274
798
$857K ﹤0.01%
8,450
-2,224
799
$856K ﹤0.01%
49,724
-3,522
800
$851K ﹤0.01%
23,690
-17,838
30 31
32
33 34