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
951
$545K ﹤0.01%
14,236
+76
952
$545K ﹤0.01%
6,824
-363
953
$543K ﹤0.01%
15,102
-3,516
954
$542K ﹤0.01%
51,760
+24,175
955
$539K ﹤0.01%
13,323
-109
956
$539K ﹤0.01%
3,999
-353
957
$538K ﹤0.01%
115,229
-9,348
958
$536K ﹤0.01%
11,352
-451
959
$536K ﹤0.01%
63,016
-56,834
960
$532K ﹤0.01%
2,557
-269
961
$527K ﹤0.01%
10,982
+866
962
$527K ﹤0.01%
23,711
-16,202
963
$526K ﹤0.01%
+18,762
964
$526K ﹤0.01%
8,836
-2,758
965
$525K ﹤0.01%
20,775
966
$524K ﹤0.01%
7,401
+556
967
$523K ﹤0.01%
4,620
-562
968
$520K ﹤0.01%
10,765
-319
969
$520K ﹤0.01%
4,762
-3,432
970
$518K ﹤0.01%
6,700
-545
971
$517K ﹤0.01%
1,645
-185
972
$517K ﹤0.01%
3,115
-199
973
$516K ﹤0.01%
5,696
-72
974
$515K ﹤0.01%
9,772
-125
975
$514K ﹤0.01%
7,367
-1,215
37 38
39
40 41