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
76
$155M 0.33%
1,773,093
+32,024
77
$154M 0.33%
732,335
-19,952
78
$149M 0.32%
744,071
-7,923
79
$143M 0.3%
3,684,311
+482,994
80
$142M 0.3%
2,848,105
+49,640
81
$140M 0.3%
578,606
+8,675
82
$140M 0.3%
362,425
-14,395
83
$139M 0.3%
656,449
+78,962
84
$134M 0.28%
524,160
-19,913
85
$133M 0.28%
1,039,812
-107,420
86
$131M 0.28%
1,071,065
-61,338
87
$129M 0.27%
681,897
+41,180
88
$128M 0.27%
1,630,958
-190,223
89
$126M 0.27%
614,741
+20,218
90
$121M 0.26%
843,814
-13,830
91
$119M 0.25%
2,426,601
-17,220
92
$117M 0.25%
1,105,579
-70,813
93
$117M 0.25%
1,671,038
+322,923
94
$115M 0.25%
248,437
-2,406
95
$115M 0.24%
342,478
+6,652
96
$114M 0.24%
1,790,698
-84,561
97
$113M 0.24%
246,716
-2,110
98
$111M 0.24%
1,376,837
+116,081
99
$111M 0.24%
251,526
-616
100
$111M 0.24%
945,040
-101,854
2 3
4
5 6