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
801
$851K ﹤0.01%
14,587
-174
802
$845K ﹤0.01%
17,620
-50
803
$845K ﹤0.01%
12,184
-652
804
$833K ﹤0.01%
12,917
805
$829K ﹤0.01%
16,763
-3,848
806
$827K ﹤0.01%
14,606
-233
807
$824K ﹤0.01%
15,542
+5,331
808
$821K ﹤0.01%
6,400
-3,116
809
$820K ﹤0.01%
55,544
+1,911
810
$820K ﹤0.01%
51,080
+12,384
811
$820K ﹤0.01%
59,270
-5,583
812
$817K ﹤0.01%
16,096
-9,122
813
$815K ﹤0.01%
17,429
-1,359
814
$811K ﹤0.01%
3,958
-49
815
$811K ﹤0.01%
+28,785
816
$810K ﹤0.01%
6,011
+2,299
817
$806K ﹤0.01%
7,913
+447
818
$804K ﹤0.01%
23,072
+2,987
819
$799K ﹤0.01%
17,948
-7,163
820
$795K ﹤0.01%
18,966
-6
821
$795K ﹤0.01%
27,497
-20,420
822
$793K ﹤0.01%
14,392
-3,388
823
$792K ﹤0.01%
7,527
+1,040
824
$791K ﹤0.01%
142,183
+24,103
825
$789K ﹤0.01%
105,031
-21,434
31 32
33
34 35