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
1101
$1.17M ﹤0.01%
20,763
-975
1102
$1.17M ﹤0.01%
5,429
+95
1103
$1.17M ﹤0.01%
7,538
-5,905
1104
$1.16M ﹤0.01%
53,476
-34,310
1105
$1.16M ﹤0.01%
8,167
-538
1106
$1.16M ﹤0.01%
26,565
-1,303
1107
$1.15M ﹤0.01%
33,536
+2,030
1108
$1.15M ﹤0.01%
834
-1,423
1109
$1.14M ﹤0.01%
35,235
-3,670
1110
$1.14M ﹤0.01%
10,455
+460
1111
$1.14M ﹤0.01%
4,870
+250
1112
$1.14M ﹤0.01%
3,681
+81
1113
$1.14M ﹤0.01%
26,851
+13,308
1114
$1.13M ﹤0.01%
9,458
+2,497
1115
$1.13M ﹤0.01%
12,155
+1,216
1116
$1.12M ﹤0.01%
7,637
+255
1117
$1.12M ﹤0.01%
38,390
-160
1118
$1.12M ﹤0.01%
99,037
+6,372
1119
$1.12M ﹤0.01%
11,020
-49
1120
$1.11M ﹤0.01%
18,201
-1,517
1121
$1.11M ﹤0.01%
38,459
-1,348
1122
$1.11M ﹤0.01%
21,046
+330
1123
$1.1M ﹤0.01%
41,592
-1,253
1124
$1.1M ﹤0.01%
10,223
-371
1125
$1.09M ﹤0.01%
93,307
-915
43 44
45
46 47