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
1126
$319K ﹤0.01%
4,607
-654
1127
$319K ﹤0.01%
3,115
-196
1128
$318K ﹤0.01%
4,942
+6
1129
$316K ﹤0.01%
7,016
-2,818
1130
$314K ﹤0.01%
9,909
-120
1131
$314K ﹤0.01%
18,520
-8,907
1132
$314K ﹤0.01%
8,680
-5,371
1133
$314K ﹤0.01%
9,135
-1,383
1134
$314K ﹤0.01%
41,000
+5,000
1135
$312K ﹤0.01%
8,850
-51,760
1136
$311K ﹤0.01%
3,009
1137
$310K ﹤0.01%
13,840
-1,126
1138
$310K ﹤0.01%
2,598
1139
$307K ﹤0.01%
2,226
+19
1140
$307K ﹤0.01%
5,731
-240
1141
$306K ﹤0.01%
978
-2
1142
$305K ﹤0.01%
6,900
-14,800
1143
$304K ﹤0.01%
6,481
-1,179
1144
$304K ﹤0.01%
9,850
+630
1145
$303K ﹤0.01%
3,333
-240
1146
$303K ﹤0.01%
6,534
1147
$303K ﹤0.01%
2,084
-1,375
1148
$302K ﹤0.01%
8,806
-183
1149
$301K ﹤0.01%
17,961
-2,934
1150
$300K ﹤0.01%
14,852
+712
44 45
46
47 48