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
901
$1.9M ﹤0.01%
70,024
-116
902
$1.9M ﹤0.01%
195,589
-316
903
$1.9M ﹤0.01%
39,228
+206
904
$1.9M ﹤0.01%
22,939
+459
905
$1.9M ﹤0.01%
51,124
+5,417
906
$1.89M ﹤0.01%
75,946
-2,530
907
$1.88M ﹤0.01%
84,408
+4,057
908
$1.88M ﹤0.01%
38,483
+436
909
$1.88M ﹤0.01%
14,056
+995
910
$1.88M ﹤0.01%
15,950
-764
911
$1.86M ﹤0.01%
42,316
+3,194
912
$1.85M ﹤0.01%
14,816
-635
913
$1.83M ﹤0.01%
46,688
+1,859
914
$1.83M ﹤0.01%
27,368
-8,044
915
$1.83M ﹤0.01%
52,377
+2,995
916
$1.83M ﹤0.01%
28,588
-3,147
917
$1.82M ﹤0.01%
22,564
918
$1.81M ﹤0.01%
6,031
+142
919
$1.81M ﹤0.01%
10,550
-220
920
$1.8M ﹤0.01%
55,810
+21,689
921
$1.79M ﹤0.01%
16,561
+124
922
$1.78M ﹤0.01%
16,209
-4,439
923
$1.78M ﹤0.01%
51,725
-29,141
924
$1.78M ﹤0.01%
9,689
+3,077
925
$1.78M ﹤0.01%
127,498
35 36
37
38 39