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
926
$1.78M ﹤0.01%
49,491
+7,216
927
$1.77M ﹤0.01%
+27,172
928
$1.77M ﹤0.01%
29,018
+6,185
929
$1.77M ﹤0.01%
58,370
+48,375
930
$1.77M ﹤0.01%
46,024
-2,797
931
$1.76M ﹤0.01%
46,693
+17,303
932
$1.75M ﹤0.01%
9,402
-242,336
933
$1.75M ﹤0.01%
11,940
-122
934
$1.74M ﹤0.01%
106,035
-16,295
935
$1.74M ﹤0.01%
106,612
+7,236
936
$1.73M ﹤0.01%
43,863
-3,799
937
$1.73M ﹤0.01%
96,776
+500
938
$1.72M ﹤0.01%
103,878
+454
939
$1.72M ﹤0.01%
67,234
+21,000
940
$1.7M ﹤0.01%
25,021
+2,672
941
$1.69M ﹤0.01%
22,335
+18,193
942
$1.69M ﹤0.01%
26,347
-3,364
943
$1.69M ﹤0.01%
3,775
+365
944
$1.69M ﹤0.01%
109,726
-9,778
945
$1.68M ﹤0.01%
134,574
-23,948
946
$1.68M ﹤0.01%
14,240
+1,636
947
$1.68M ﹤0.01%
2,394
+68
948
$1.68M ﹤0.01%
55,105
-1,513
949
$1.67M ﹤0.01%
30,084
-7,765
950
$1.67M ﹤0.01%
28,609
-4,825
36 37
38
39 40