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
876
$684K ﹤0.01%
11,142
-6,908
877
$683K ﹤0.01%
+93,175
878
$682K ﹤0.01%
5,142
+34
879
$681K ﹤0.01%
23,802
-100
880
$681K ﹤0.01%
27,597
+597
881
$680K ﹤0.01%
69,321
+289
882
$678K ﹤0.01%
24,879
-269
883
$677K ﹤0.01%
14,878
-332
884
$674K ﹤0.01%
21,309
-11,637
885
$674K ﹤0.01%
11,992
-935
886
$672K ﹤0.01%
36,639
-633
887
$672K ﹤0.01%
14,554
-373
888
$668K ﹤0.01%
20,093
+783
889
$655K ﹤0.01%
9,307
+2,867
890
$654K ﹤0.01%
6,276
-3,484
891
$653K ﹤0.01%
4,579
+746
892
$652K ﹤0.01%
4,868
-212
893
$649K ﹤0.01%
19,246
-341
894
$646K ﹤0.01%
29,682
-9,954
895
$645K ﹤0.01%
14,819
-766
896
$642K ﹤0.01%
80,007
897
$641K ﹤0.01%
3,599
+5
898
$635K ﹤0.01%
49,653
+204
899
$634K ﹤0.01%
9,315
900
$634K ﹤0.01%
16,679
-39
34 35
36
37 38