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
1151
$299K ﹤0.01%
2,209
-178
1152
$299K ﹤0.01%
21,250
1153
$298K ﹤0.01%
3,946
-408
1154
$298K ﹤0.01%
14,131
-39
1155
$297K ﹤0.01%
+27,574
1156
$297K ﹤0.01%
6,999
-255
1157
$296K ﹤0.01%
1,076
-149
1158
$296K ﹤0.01%
76,378
-9,740
1159
$295K ﹤0.01%
2,020
-42,245
1160
$294K ﹤0.01%
7,840
-635
1161
$293K ﹤0.01%
20,938
-2,647
1162
$292K ﹤0.01%
5,353
-445
1163
$292K ﹤0.01%
5,178
-167
1164
$291K ﹤0.01%
2,228
-903
1165
$290K ﹤0.01%
1,070
1166
$290K ﹤0.01%
5,512
-272
1167
$289K ﹤0.01%
11,732
-5,430
1168
$288K ﹤0.01%
2,461
-19
1169
$286K ﹤0.01%
+9,318
1170
$285K ﹤0.01%
8,915
1171
$284K ﹤0.01%
10,952
+2,770
1172
$282K ﹤0.01%
4,290
1173
$282K ﹤0.01%
5,349
-228
1174
$282K ﹤0.01%
5,490
-1,292
1175
$282K ﹤0.01%
5,626
-4,913
45 46
47
48 49