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
1126
$1.09M ﹤0.01%
129,278
+57,191
1127
$1.09M ﹤0.01%
15,550
-81,332
1128
$1.08M ﹤0.01%
14,675
-2,809
1129
$1.08M ﹤0.01%
34,413
-30,282
1130
$1.08M ﹤0.01%
55,773
+5,808
1131
$1.07M ﹤0.01%
21,840
-175
1132
$1.07M ﹤0.01%
13,403
+865
1133
$1.07M ﹤0.01%
9,728
+3,241
1134
$1.06M ﹤0.01%
9,517
-392
1135
$1.06M ﹤0.01%
28,734
+10
1136
$1.06M ﹤0.01%
16,036
-1,473
1137
$1.06M ﹤0.01%
5,643
-222
1138
$1.05M ﹤0.01%
5,196
+245
1139
$1.05M ﹤0.01%
5,204
+273
1140
$1.05M ﹤0.01%
12,157
-618
1141
$1.05M ﹤0.01%
15,619
-2,159
1142
$1.05M ﹤0.01%
29,561
-382
1143
$1.04M ﹤0.01%
36,721
-800
1144
$1.04M ﹤0.01%
48,165
-2,448
1145
$1.03M ﹤0.01%
17,872
-301
1146
$1.03M ﹤0.01%
7,815
-24,042
1147
$1.03M ﹤0.01%
41,723
+11,727
1148
$1.03M ﹤0.01%
21,530
+9,817
1149
$1.03M ﹤0.01%
38,686
-14,884
1150
$1.03M ﹤0.01%
17,277
-713
44 45
46
47 48