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
1026
$459K ﹤0.01%
53,631
1027
$457K ﹤0.01%
39,838
-57,828
1028
$457K ﹤0.01%
34,224
-3,039
1029
$456K ﹤0.01%
11,767
+69
1030
$455K ﹤0.01%
12,406
-17,664
1031
$451K ﹤0.01%
2,022
-917
1032
$450K ﹤0.01%
6,198
-86
1033
$439K ﹤0.01%
466
-21
1034
$437K ﹤0.01%
+9,422
1035
$436K ﹤0.01%
24,261
+1,761
1036
$436K ﹤0.01%
7,813
-2,320
1037
$434K ﹤0.01%
13,972
1038
$432K ﹤0.01%
11,135
-518
1039
$430K ﹤0.01%
16,393
-1,677
1040
$429K ﹤0.01%
12,722
-1,078
1041
$427K ﹤0.01%
10,969
-508
1042
$424K ﹤0.01%
3,237
-801
1043
$422K ﹤0.01%
27,410
+75
1044
$422K ﹤0.01%
10,932
-22,985
1045
$418K ﹤0.01%
5,563
+343
1046
$416K ﹤0.01%
39,130
+2,276
1047
$412K ﹤0.01%
9,794
-1,379
1048
$412K ﹤0.01%
10,838
-90
1049
$410K ﹤0.01%
8,544
-347
1050
$409K ﹤0.01%
5,750
-80
40 41
42
43 44