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
1001
$1.44M ﹤0.01%
28,907
-403
1002
$1.44M ﹤0.01%
48,979
+439
1003
$1.44M ﹤0.01%
103,272
+18,361
1004
$1.44M ﹤0.01%
22,694
-1,478
1005
$1.44M ﹤0.01%
14,764
+1,691
1006
$1.43M ﹤0.01%
18,315
-1,663
1007
$1.43M ﹤0.01%
18,186
+2,132
1008
$1.43M ﹤0.01%
+19,316
1009
$1.42M ﹤0.01%
48,998
+2,425
1010
$1.42M ﹤0.01%
60,322
-5,489
1011
$1.42M ﹤0.01%
119,515
-3,558
1012
$1.42M ﹤0.01%
43,999
+4,452
1013
$1.42M ﹤0.01%
6,707
+1,737
1014
$1.41M ﹤0.01%
16,744
-2,143
1015
$1.4M ﹤0.01%
2,032
-410
1016
$1.4M ﹤0.01%
91,292
-13,659
1017
$1.4M ﹤0.01%
20,051
+2,386
1018
$1.4M ﹤0.01%
8,303
-5,422
1019
$1.4M ﹤0.01%
24,323
-6,957
1020
$1.39M ﹤0.01%
40,292
+8
1021
$1.39M ﹤0.01%
12,929
-104,394
1022
$1.38M ﹤0.01%
33,721
+2,324
1023
$1.38M ﹤0.01%
8,364
-36
1024
$1.38M ﹤0.01%
37,697
-8,628
1025
$1.38M ﹤0.01%
+55,515
39 40
41
42 43