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
851
$2.16M ﹤0.01%
57,309
-623
852
$2.16M ﹤0.01%
14,739
+1,169
853
$2.15M ﹤0.01%
32,358
+1,580
854
$2.15M ﹤0.01%
21,625
+6,184
855
$2.14M ﹤0.01%
5,994
+165
856
$2.14M ﹤0.01%
12,521
-43
857
$2.12M ﹤0.01%
34,231
-96
858
$2.11M ﹤0.01%
59,534
+1
859
$2.1M ﹤0.01%
51,277
+3,999
860
$2.1M ﹤0.01%
138,823
-1,826
861
$2.09M ﹤0.01%
10,606
+2,192
862
$2.08M ﹤0.01%
48,214
+699
863
$2.08M ﹤0.01%
37,634
-4,447
864
$2.08M ﹤0.01%
25,381
+520
865
$2.08M ﹤0.01%
39,702
-3,172
866
$2.07M ﹤0.01%
99,936
+1,141
867
$2.06M ﹤0.01%
50,833
-32,117
868
$2.05M ﹤0.01%
147,513
+1,902
869
$2.05M ﹤0.01%
58,753
-4,101
870
$2.04M ﹤0.01%
22,774
-3,554
871
$2.03M ﹤0.01%
180,901
+70,410
872
$2.03M ﹤0.01%
72,457
-7,405
873
$2M ﹤0.01%
51,829
+889
874
$2M ﹤0.01%
313,352
-37,824
875
$1.99M ﹤0.01%
29,123
-1,225
33 34
35
36 37