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
826
$786K ﹤0.01%
42,960
-1,475
827
$784K ﹤0.01%
21,867
+2,765
828
$781K ﹤0.01%
5,493
-2,638
829
$781K ﹤0.01%
48,953
-13,553
830
$780K ﹤0.01%
66,355
+3,718
831
$777K ﹤0.01%
17,846
-840
832
$777K ﹤0.01%
25,951
-51,785
833
$774K ﹤0.01%
704
+393
834
$774K ﹤0.01%
25,970
-1,001
835
$774K ﹤0.01%
13,389
+323
836
$769K ﹤0.01%
4,613
-2,026
837
$768K ﹤0.01%
108,727
-27,739
838
$768K ﹤0.01%
26,226
-126
839
$767K ﹤0.01%
21,196
-2,542
840
$765K ﹤0.01%
103,005
841
$764K ﹤0.01%
37,632
842
$760K ﹤0.01%
33,360
-840
843
$760K ﹤0.01%
49,067
-22,949
844
$757K ﹤0.01%
40,942
+3,791
845
$757K ﹤0.01%
54,411
-38,518
846
$756K ﹤0.01%
+12,930
847
$753K ﹤0.01%
20,864
-128
848
$752K ﹤0.01%
6,544
+3
849
$750K ﹤0.01%
12,035
+5,041
850
$747K ﹤0.01%
7,378
-3,967
32 33
34
35 36