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
1051
$1.29M ﹤0.01%
12,871
-316
1052
$1.29M ﹤0.01%
13,460
-44,667
1053
$1.28M ﹤0.01%
7,270
+758
1054
$1.28M ﹤0.01%
94,422
-3,250
1055
$1.28M ﹤0.01%
6,310
-62
1056
$1.28M ﹤0.01%
9,344
+138
1057
$1.27M ﹤0.01%
59,075
+44,049
1058
$1.27M ﹤0.01%
12,676
+3,225
1059
$1.26M ﹤0.01%
15,627
+2,460
1060
$1.26M ﹤0.01%
8,109
-1,966
1061
$1.26M ﹤0.01%
35,837
+1,068
1062
$1.25M ﹤0.01%
54,135
-111,191
1063
$1.25M ﹤0.01%
20,384
+1,245
1064
$1.25M ﹤0.01%
17,317
-523
1065
$1.25M ﹤0.01%
3,491
-146
1066
$1.25M ﹤0.01%
75,572
+10,640
1067
$1.24M ﹤0.01%
58,012
+5,188
1068
$1.24M ﹤0.01%
76,077
+27,432
1069
$1.24M ﹤0.01%
20,656
-13,898
1070
$1.24M ﹤0.01%
437,981
-10,203
1071
$1.24M ﹤0.01%
+46,755
1072
$1.23M ﹤0.01%
44,450
-20,722
1073
$1.23M ﹤0.01%
17,452
-7,600
1074
$1.23M ﹤0.01%
35,999
+1,243
1075
$1.23M ﹤0.01%
17,932
-215
41 42
43
44 45