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
1151
$1.03M ﹤0.01%
32,176
-120,866
1152
$1.02M ﹤0.01%
92,820
-65,407
1153
$1.02M ﹤0.01%
8,761
-20,121
1154
$1.02M ﹤0.01%
6,511
+374
1155
$1.02M ﹤0.01%
75,563
-34,385
1156
$1.01M ﹤0.01%
37,561
+564
1157
$1M ﹤0.01%
7,036
+1,899
1158
$1M ﹤0.01%
34,310
-570
1159
$1M ﹤0.01%
14,024
+354
1160
$1M ﹤0.01%
25,520
-915
1161
$999K ﹤0.01%
21,773
+2,479
1162
$996K ﹤0.01%
31,933
-1,348
1163
$995K ﹤0.01%
15,448
-111
1164
$994K ﹤0.01%
14,446
-1,206
1165
$993K ﹤0.01%
45,829
-10,943
1166
$992K ﹤0.01%
35,860
+310
1167
$992K ﹤0.01%
25,833
+7,437
1168
$988K ﹤0.01%
19,758
-6,206
1169
$986K ﹤0.01%
18,040
+1,750
1170
$981K ﹤0.01%
27,748
-8,781
1171
$981K ﹤0.01%
29,975
+2,075
1172
$980K ﹤0.01%
26,382
-1,600
1173
$979K ﹤0.01%
9,776
-4,385
1174
$978K ﹤0.01%
20,209
-1,073
1175
$976K ﹤0.01%
38,258
-10,669
45 46
47
48 49