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
876
$1.98M ﹤0.01%
34,025
-4,891
877
$1.98M ﹤0.01%
6,206
-631
878
$1.97M ﹤0.01%
5,562
-784
879
$1.97M ﹤0.01%
44,914
+5,489
880
$1.97M ﹤0.01%
279,407
-14,155
881
$1.97M ﹤0.01%
69,400
-6,718
882
$1.97M ﹤0.01%
33,028
-2,849
883
$1.96M ﹤0.01%
52,500
-6,537
884
$1.96M ﹤0.01%
9,310
-33,789
885
$1.96M ﹤0.01%
18,834
+1,964
886
$1.94M ﹤0.01%
16,283
+52
887
$1.94M ﹤0.01%
48,222
+8,851
888
$1.94M ﹤0.01%
26,519
-2,581
889
$1.94M ﹤0.01%
168,441
+10,620
890
$1.93M ﹤0.01%
20,232
+228
891
$1.93M ﹤0.01%
7,634
+626
892
$1.93M ﹤0.01%
35,325
-705
893
$1.92M ﹤0.01%
39,923
+20,827
894
$1.92M ﹤0.01%
70,225
+5,950
895
$1.92M ﹤0.01%
363,478
896
$1.92M ﹤0.01%
+60,531
897
$1.91M ﹤0.01%
33,905
+21,633
898
$1.9M ﹤0.01%
55,661
-1,856
899
$1.9M ﹤0.01%
262,069
-50,689
900
$1.9M ﹤0.01%
31,722
+918
34 35
36
37 38