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
926
$585K ﹤0.01%
6,834
+887
927
$585K ﹤0.01%
7,268
-6,179
928
$584K ﹤0.01%
25,255
929
$581K ﹤0.01%
41,450
930
$579K ﹤0.01%
9,910
-1,629
931
$578K ﹤0.01%
21,731
-1,672
932
$578K ﹤0.01%
12,028
-691
933
$577K ﹤0.01%
3,932
-443
934
$565K ﹤0.01%
1,396
-29
935
$565K ﹤0.01%
6,239
-10,430
936
$563K ﹤0.01%
16,786
-532
937
$562K ﹤0.01%
2,991
+5
938
$561K ﹤0.01%
+17,301
939
$559K ﹤0.01%
9,968
-1,559
940
$559K ﹤0.01%
2,485
+1,385
941
$558K ﹤0.01%
8,410
942
$557K ﹤0.01%
27,490
-850
943
$554K ﹤0.01%
24,599
-3,000
944
$554K ﹤0.01%
11,486
-12
945
$551K ﹤0.01%
20,784
-3,053
946
$551K ﹤0.01%
10,770
-440
947
$550K ﹤0.01%
18,999
-2,013
948
$550K ﹤0.01%
6,919
-3,916
949
$548K ﹤0.01%
3,221
-370
950
$547K ﹤0.01%
15,394
+99
36 37
38
39 40