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
776
$2.66M 0.01%
197,483
-4,904
777
$2.65M 0.01%
48,060
-1,783
778
$2.64M 0.01%
76,467
+4,026
779
$2.64M 0.01%
49,885
+335
780
$2.59M 0.01%
23,572
+539
781
$2.59M 0.01%
79,731
+5,029
782
$2.58M 0.01%
57,781
+5,683
783
$2.56M 0.01%
26,019
-425
784
$2.54M 0.01%
15,042
-358
785
$2.54M 0.01%
21,183
+678
786
$2.54M 0.01%
65,306
+12,695
787
$2.54M 0.01%
81,336
+1,078
788
$2.53M 0.01%
42,873
-13,063
789
$2.53M 0.01%
117,069
+392
790
$2.53M 0.01%
8,311
+5,162
791
$2.52M 0.01%
84,930
-531
792
$2.52M 0.01%
41,355
+11,570
793
$2.49M 0.01%
141,780
+29,521
794
$2.48M 0.01%
19,274
-526
795
$2.47M 0.01%
38,232
-2,628
796
$2.46M 0.01%
26,732
+728
797
$2.46M 0.01%
100,138
+20,782
798
$2.46M 0.01%
11,743
-952
799
$2.45M 0.01%
46,963
-7,031
800
$2.45M 0.01%
15,189
-354
30 31
32
33 34