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
76
$60.1M 0.33%
1,102,318
-155,532
77
$59.2M 0.32%
2,338,118
-88,708
78
$58.8M 0.32%
1,153,412
-32,785
79
$58.7M 0.32%
527,289
+14,926
80
$58M 0.32%
288,525
-5,379
81
$57.5M 0.31%
208,760
-744
82
$56.6M 0.31%
494,811
-23,460
83
$56.4M 0.31%
377,903
+9,832
84
$56.1M 0.31%
760,806
-1,566,802
85
$55.1M 0.3%
706,578
-6,435
86
$55.1M 0.3%
966,822
-33,543
87
$53.5M 0.29%
410,619
+8,494
88
$52.8M 0.29%
1,036,151
-3,172
89
$52M 0.28%
1,011,058
-44,927
90
$52M 0.28%
560,821
-23,521
91
$51.7M 0.28%
600,072
-8,230
92
$51.5M 0.28%
436,914
-8,197
93
$51.2M 0.28%
977,193
-4,997
94
$50.9M 0.28%
1,174,778
-4,028
95
$50.4M 0.28%
953,684
+52,807
96
$49.7M 0.27%
187,878
97
$49.5M 0.27%
885,168
-127,074
98
$49.2M 0.27%
372,917
-6,641
99
$48.2M 0.26%
317,440
-38,260
100
$47.7M 0.26%
626,989
-63,494
2 3
4
5 6