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
951
$1.66M ﹤0.01%
33,627
+6,495
952
$1.66M ﹤0.01%
44,488
+33,040
953
$1.66M ﹤0.01%
39,240
-703
954
$1.66M ﹤0.01%
42,579
+507
955
$1.65M ﹤0.01%
97,127
-125,000
956
$1.65M ﹤0.01%
48,425
+3,571
957
$1.64M ﹤0.01%
228,201
+66,060
958
$1.64M ﹤0.01%
24,843
+4,314
959
$1.63M ﹤0.01%
30,456
+4,400
960
$1.62M ﹤0.01%
+92,427
961
$1.61M ﹤0.01%
37,588
-1,276
962
$1.61M ﹤0.01%
51,130
-322
963
$1.61M ﹤0.01%
36,724
+2,137
964
$1.6M ﹤0.01%
23,407
+339
965
$1.6M ﹤0.01%
20,298
-1,116
966
$1.6M ﹤0.01%
145,181
+29,919
967
$1.6M ﹤0.01%
14,352
+2,595
968
$1.59M ﹤0.01%
19,478
+141
969
$1.58M ﹤0.01%
19,172
-236
970
$1.58M ﹤0.01%
25,658
-89,950
971
$1.58M ﹤0.01%
3,297
+58
972
$1.58M ﹤0.01%
6,116
+332
973
$1.58M ﹤0.01%
10,461
+1,326
974
$1.57M ﹤0.01%
64,521
-7,699
975
$1.57M ﹤0.01%
31,836
-1,424
37 38
39
40 41