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
976
$514K ﹤0.01%
31,797
977
$514K ﹤0.01%
964
+9
978
$513K ﹤0.01%
36,114
+13,991
979
$511K ﹤0.01%
11,142
-225
980
$510K ﹤0.01%
3,836
-1,382
981
$510K ﹤0.01%
29,258
-2,650
982
$507K ﹤0.01%
5,132
-29
983
$506K ﹤0.01%
15,435
+69
984
$505K ﹤0.01%
4,058
-2,060
985
$505K ﹤0.01%
5,217
+1,997
986
$503K ﹤0.01%
10,730
+2,230
987
$502K ﹤0.01%
10,738
-2,129
988
$497K ﹤0.01%
56,052
-1,013
989
$496K ﹤0.01%
12,366
+1,584
990
$496K ﹤0.01%
10,864
-1,074
991
$495K ﹤0.01%
+7,538
992
$493K ﹤0.01%
6,711
+159
993
$493K ﹤0.01%
44,426
+2,247
994
$492K ﹤0.01%
26,891
-3,415
995
$492K ﹤0.01%
3,966
+1,075
996
$492K ﹤0.01%
7,446
-592
997
$491K ﹤0.01%
5,183
+1,236
998
$490K ﹤0.01%
3,571
-415
999
$490K ﹤0.01%
10,981
+277
1000
$487K ﹤0.01%
2,168
+777
38 39
40
41 42