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
1026
$1.38M ﹤0.01%
71,317
-833,597
1027
$1.38M ﹤0.01%
30,554
+688
1028
$1.38M ﹤0.01%
17,589
+5,831
1029
$1.37M ﹤0.01%
34,738
-4,660
1030
$1.37M ﹤0.01%
68,564
-5,146
1031
$1.36M ﹤0.01%
26,960
-960
1032
$1.35M ﹤0.01%
19,960
+273
1033
$1.35M ﹤0.01%
7,703
+83
1034
$1.34M ﹤0.01%
75,573
+1,156
1035
$1.34M ﹤0.01%
26,596
+3,668
1036
$1.34M ﹤0.01%
22,183
-8,808
1037
$1.32M ﹤0.01%
18,564
+1,205
1038
$1.32M ﹤0.01%
20,564
+3,791
1039
$1.32M ﹤0.01%
9,752
-538
1040
$1.32M ﹤0.01%
7,399
+66
1041
$1.31M ﹤0.01%
112,031
-33,527
1042
$1.31M ﹤0.01%
16,499
+770
1043
$1.31M ﹤0.01%
29,359
-1,064
1044
$1.31M ﹤0.01%
19,983
+1,134
1045
$1.3M ﹤0.01%
11,660
-1,118
1046
$1.3M ﹤0.01%
+10,994
1047
$1.29M ﹤0.01%
51,895
-3,029
1048
$1.29M ﹤0.01%
69,136
-7,793
1049
$1.29M ﹤0.01%
22,410
+2,594
1050
$1.29M ﹤0.01%
65,951
+1,608
40 41
42
43 44