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
826
$2.33M ﹤0.01%
62,244
-6,666
827
$2.32M ﹤0.01%
6,018
+1,140
828
$2.31M ﹤0.01%
8,302
-222
829
$2.31M ﹤0.01%
124,649
-85,425
830
$2.3M ﹤0.01%
43,608
+219
831
$2.27M ﹤0.01%
4,545
-21
832
$2.27M ﹤0.01%
63,878
-3,096
833
$2.27M ﹤0.01%
29,154
+9,393
834
$2.26M ﹤0.01%
33,364
-880
835
$2.26M ﹤0.01%
22,250
-15,667
836
$2.26M ﹤0.01%
43,120
+18,769
837
$2.26M ﹤0.01%
36,133
+1,026
838
$2.25M ﹤0.01%
26,009
+4,057
839
$2.25M ﹤0.01%
102,714
-5,343
840
$2.24M ﹤0.01%
59,636
+20,081
841
$2.24M ﹤0.01%
9,688
-372
842
$2.23M ﹤0.01%
51,748
+3,599
843
$2.23M ﹤0.01%
56,517
+2,894
844
$2.22M ﹤0.01%
14,679
+189
845
$2.21M ﹤0.01%
77,347
+8,659
846
$2.2M ﹤0.01%
46,295
-2,059
847
$2.19M ﹤0.01%
22,990
-1,115
848
$2.19M ﹤0.01%
37,437
-689
849
$2.18M ﹤0.01%
8,980
-181
850
$2.17M ﹤0.01%
49,688
-1,867
32 33
34
35 36