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
901
$631K ﹤0.01%
38,631
-529,464
902
$629K ﹤0.01%
53,103
-13,721
903
$629K ﹤0.01%
8,808
-1,780
904
$629K ﹤0.01%
22,944
-7,272
905
$626K ﹤0.01%
6,961
-223
906
$622K ﹤0.01%
11,230
+500
907
$622K ﹤0.01%
33,216
+2,775
908
$621K ﹤0.01%
27,202
-11,797
909
$616K ﹤0.01%
9,660
-206
910
$614K ﹤0.01%
9,661
+4,482
911
$612K ﹤0.01%
10,338
-398
912
$609K ﹤0.01%
14,229
-52,001
913
$609K ﹤0.01%
13,248
-582
914
$604K ﹤0.01%
14,596
+8,334
915
$603K ﹤0.01%
47,889
-312
916
$602K ﹤0.01%
29,972
+740
917
$601K ﹤0.01%
3,778
-1,355
918
$599K ﹤0.01%
+17,114
919
$599K ﹤0.01%
7,704
+93
920
$597K ﹤0.01%
11,044
-307
921
$595K ﹤0.01%
8,934
-13,000
922
$593K ﹤0.01%
18,416
+155
923
$592K ﹤0.01%
10,951
-1,775
924
$588K ﹤0.01%
15,297
-4,319
925
$587K ﹤0.01%
13,147
+520
35 36
37
38 39