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
1076
$1.23M ﹤0.01%
82,062
-19,967
1077
$1.22M ﹤0.01%
16,012
+518
1078
$1.22M ﹤0.01%
54,567
-6,572
1079
$1.22M ﹤0.01%
97,649
+11,695
1080
$1.22M ﹤0.01%
5,835
+2,584
1081
$1.22M ﹤0.01%
10,411
-170
1082
$1.22M ﹤0.01%
30,855
-1,334
1083
$1.22M ﹤0.01%
5,993
+255
1084
$1.21M ﹤0.01%
3,547
-231
1085
$1.21M ﹤0.01%
44,389
+6
1086
$1.2M ﹤0.01%
39,881
-2,076
1087
$1.2M ﹤0.01%
5,163
+165
1088
$1.2M ﹤0.01%
34,779
-8,763
1089
$1.2M ﹤0.01%
35,423
+4,641
1090
$1.19M ﹤0.01%
16,432
-380
1091
$1.19M ﹤0.01%
20,527
-1,309
1092
$1.19M ﹤0.01%
63,952
+5,682
1093
$1.19M ﹤0.01%
111,936
+580
1094
$1.18M ﹤0.01%
33,089
-1,520
1095
$1.18M ﹤0.01%
45,550
+5,361
1096
$1.18M ﹤0.01%
47,353
-3,357
1097
$1.18M ﹤0.01%
23,967
+4,702
1098
$1.18M ﹤0.01%
44,938
-2,664
1099
$1.18M ﹤0.01%
56,101
-119
1100
$1.18M ﹤0.01%
6,684
+295
42 43
44
45 46