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
1076
$370K ﹤0.01%
6,790
+8
1077
$362K ﹤0.01%
12,577
-536
1078
$362K ﹤0.01%
17,025
-29,013
1079
$361K ﹤0.01%
1,676
-40
1080
$361K ﹤0.01%
2,911
-2,509
1081
$359K ﹤0.01%
7,623
-4,041
1082
$359K ﹤0.01%
16,080
+7,114
1083
$356K ﹤0.01%
11,393
+105
1084
$354K ﹤0.01%
7,361
-3,035
1085
$354K ﹤0.01%
7,245
+7
1086
$353K ﹤0.01%
9,714
-556
1087
$351K ﹤0.01%
14,348
+18
1088
$351K ﹤0.01%
5,720
1089
$349K ﹤0.01%
5,224
+1,017
1090
$347K ﹤0.01%
29,055
+126
1091
$347K ﹤0.01%
33,368
-17,656
1092
$346K ﹤0.01%
2,933
-143
1093
$345K ﹤0.01%
6,602
-11,616
1094
$345K ﹤0.01%
8,791
-164
1095
$344K ﹤0.01%
1,831
-1,471
1096
$343K ﹤0.01%
6,664
+710
1097
$343K ﹤0.01%
5,909
1098
$342K ﹤0.01%
11,952
-387
1099
$341K ﹤0.01%
5,239
-9,226
1100
$341K ﹤0.01%
17,397
-83,961
42 43
44
45 46