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
1051
$408K ﹤0.01%
13,041
+93
1052
$406K ﹤0.01%
7,557
-2,468
1053
$406K ﹤0.01%
4,747
+565
1054
$404K ﹤0.01%
29,241
-2,543
1055
$402K ﹤0.01%
2,857
+176
1056
$400K ﹤0.01%
36,519
-7,085
1057
$399K ﹤0.01%
17,347
1058
$399K ﹤0.01%
15,630
-1,095
1059
$397K ﹤0.01%
6,911
-6
1060
$396K ﹤0.01%
9,380
+121
1061
$396K ﹤0.01%
9,766
-10,042
1062
$391K ﹤0.01%
2,697
-463
1063
$386K ﹤0.01%
4,092
-2,000
1064
$384K ﹤0.01%
2,385
+160
1065
$382K ﹤0.01%
15,700
-295
1066
$382K ﹤0.01%
15,670
-108
1067
$380K ﹤0.01%
12,613
-5,595
1068
$379K ﹤0.01%
43,929
1069
$378K ﹤0.01%
53,604
-523
1070
$378K ﹤0.01%
16,492
-1,025
1071
$378K ﹤0.01%
4,750
-55
1072
$376K ﹤0.01%
7,153
-1,794
1073
$375K ﹤0.01%
6,764
-340
1074
$375K ﹤0.01%
4,640
+560
1075
$374K ﹤0.01%
11,383
-6,547
41 42
43
44 45