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
976
$1.57M ﹤0.01%
21,895
-12,566
977
$1.56M ﹤0.01%
57,898
+11,352
978
$1.55M ﹤0.01%
39,650
-33,687
979
$1.55M ﹤0.01%
136,432
+3,223
980
$1.54M ﹤0.01%
60,802
+22,508
981
$1.54M ﹤0.01%
24,609
+1,949
982
$1.52M ﹤0.01%
133,995
-8,999
983
$1.52M ﹤0.01%
30,446
+1,834
984
$1.52M ﹤0.01%
36,282
-1,963
985
$1.52M ﹤0.01%
28,135
+8,021
986
$1.52M ﹤0.01%
36,898
+10,364
987
$1.52M ﹤0.01%
25,671
-4,800
988
$1.51M ﹤0.01%
48,648
-1,082
989
$1.51M ﹤0.01%
55,327
-2,145
990
$1.51M ﹤0.01%
9,189
-180
991
$1.5M ﹤0.01%
34,442
+106
992
$1.5M ﹤0.01%
+36,195
993
$1.5M ﹤0.01%
4,543
-1,385
994
$1.49M ﹤0.01%
26,711
+77
995
$1.48M ﹤0.01%
20,371
-2,291
996
$1.47M ﹤0.01%
145,604
-35,912
997
$1.46M ﹤0.01%
17,518
-109
998
$1.46M ﹤0.01%
55,210
+12,325
999
$1.44M ﹤0.01%
35,960
-3,020
1000
$1.44M ﹤0.01%
10,848
+651
38 39
40
41 42