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
851
$747K ﹤0.01%
+17,565
852
$745K ﹤0.01%
16,188
-270
853
$745K ﹤0.01%
4,186
-218
854
$743K ﹤0.01%
23,178
-210
855
$736K ﹤0.01%
31,549
-2,200
856
$735K ﹤0.01%
32,024
+7,157
857
$729K ﹤0.01%
48,730
-7,459
858
$724K ﹤0.01%
16,923
+1,086
859
$722K ﹤0.01%
42,036
+36
860
$721K ﹤0.01%
16,184
-130
861
$719K ﹤0.01%
28,322
-116
862
$715K ﹤0.01%
13,989
-545
863
$714K ﹤0.01%
+62,156
864
$710K ﹤0.01%
10,989
-2,505
865
$709K ﹤0.01%
4,159
-14
866
$709K ﹤0.01%
18,467
-3,980
867
$704K ﹤0.01%
18,001
-303
868
$704K ﹤0.01%
17,886
+174
869
$702K ﹤0.01%
9,470
-799
870
$698K ﹤0.01%
5,126
-24
871
$693K ﹤0.01%
35,376
-22,434
872
$693K ﹤0.01%
44,073
-5,516
873
$691K ﹤0.01%
5,851
+946
874
$690K ﹤0.01%
7,080
+67
875
$685K ﹤0.01%
15,986
-160
33 34
35
36 37