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
801
$2.45M 0.01%
69,591
+6,800
802
$2.45M 0.01%
45,752
-269
803
$2.44M 0.01%
17,558
+11,712
804
$2.44M 0.01%
+20,040
805
$2.44M 0.01%
9,084
-19
806
$2.44M 0.01%
15,475
+197
807
$2.43M 0.01%
36,542
+1,681
808
$2.42M 0.01%
14,017
-66
809
$2.41M 0.01%
25,482
+218
810
$2.41M 0.01%
29,153
-2,622
811
$2.41M 0.01%
84,628
+1,677
812
$2.4M 0.01%
13,119
+4
813
$2.4M 0.01%
27,127
-5,165
814
$2.39M 0.01%
10,981
+2,501
815
$2.38M 0.01%
8,602
+3,737
816
$2.38M 0.01%
27,198
+529
817
$2.38M 0.01%
18,412
+1,862
818
$2.37M 0.01%
141,778
-22,299
819
$2.35M 0.01%
40,586
-6,529
820
$2.35M 0.01%
17,601
-20
821
$2.35M 0.01%
244,094
+10,568
822
$2.34M 0.01%
61,927
+9,522
823
$2.33M 0.01%
35,624
-3,963
824
$2.33M ﹤0.01%
24,294
-935
825
$2.33M ﹤0.01%
35,757
+17,622
31 32
33
34 35