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
1001
$486K ﹤0.01%
9,610
-184
1002
$483K ﹤0.01%
12,849
-1,778
1003
$481K ﹤0.01%
39,184
-47,858
1004
$480K ﹤0.01%
24,391
-391
1005
$477K ﹤0.01%
1,798
-554
1006
$477K ﹤0.01%
5,921
+1,954
1007
$475K ﹤0.01%
40,146
-3,778
1008
$473K ﹤0.01%
7,703
-3,401
1009
$471K ﹤0.01%
20,090
+2,137
1010
$471K ﹤0.01%
7,086
-3,505
1011
$470K ﹤0.01%
7,879
-6,560
1012
$469K ﹤0.01%
1,300
-9
1013
$469K ﹤0.01%
9,336
-105
1014
$469K ﹤0.01%
766
-226
1015
$469K ﹤0.01%
19,596
+28
1016
$468K ﹤0.01%
12,458
1017
$467K ﹤0.01%
6,652
+342
1018
$467K ﹤0.01%
20,242
1019
$467K ﹤0.01%
31,535
+9,606
1020
$466K ﹤0.01%
65,200
-3,670
1021
$466K ﹤0.01%
29,572
-9,631
1022
$465K ﹤0.01%
2,982
-1,329
1023
$463K ﹤0.01%
12,372
+400
1024
$461K ﹤0.01%
30,199
-109,669
1025
$459K ﹤0.01%
10,505
-700
39 40
41
42 43