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
1101
$341K ﹤0.01%
+8,156
1102
$340K ﹤0.01%
1,624
-113
1103
$339K ﹤0.01%
1,770
-2,307
1104
$339K ﹤0.01%
10,357
-190
1105
$339K ﹤0.01%
11,572
-22
1106
$336K ﹤0.01%
15,496
+16
1107
$336K ﹤0.01%
15,440
-1,370
1108
$335K ﹤0.01%
3,460
1109
$335K ﹤0.01%
11,929
+105
1110
$333K ﹤0.01%
12,332
1111
$333K ﹤0.01%
2,487
-413
1112
$332K ﹤0.01%
4,027
-529
1113
$332K ﹤0.01%
2,922
+112
1114
$331K ﹤0.01%
3,384
-1,011
1115
$330K ﹤0.01%
8,433
1116
$328K ﹤0.01%
21,514
+5,439
1117
$328K ﹤0.01%
9,898
-281
1118
$328K ﹤0.01%
20,600
1119
$326K ﹤0.01%
12,042
-7,851
1120
$326K ﹤0.01%
4,111
-1,191
1121
$325K ﹤0.01%
1,210
-26
1122
$321K ﹤0.01%
33,932
1123
$320K ﹤0.01%
5,348
-916
1124
$320K ﹤0.01%
662
+40
1125
$319K ﹤0.01%
2,071
-1,008
43 44
45
46 47