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
1176
$279K ﹤0.01%
405
1177
$278K ﹤0.01%
7,076
-531,360
1178
$277K ﹤0.01%
2,953
-4,699
1179
$277K ﹤0.01%
1,587
+87
1180
$276K ﹤0.01%
6,611
-15,756
1181
$275K ﹤0.01%
14,582
+56
1182
$274K ﹤0.01%
2,102
-11
1183
$274K ﹤0.01%
6,629
-1,460
1184
$273K ﹤0.01%
5,037
-489
1185
$273K ﹤0.01%
8,492
1186
$272K ﹤0.01%
7,532
-680
1187
$270K ﹤0.01%
2,336
1188
$270K ﹤0.01%
61,523
-75,973
1189
$269K ﹤0.01%
+7,222
1190
$268K ﹤0.01%
9,637
-159
1191
$268K ﹤0.01%
+1,763
1192
$267K ﹤0.01%
11,023
1193
$267K ﹤0.01%
+6,900
1194
$265K ﹤0.01%
1,881
-97
1195
$265K ﹤0.01%
7,191
1196
$264K ﹤0.01%
8,814
-660
1197
$263K ﹤0.01%
2,629
-465
1198
$263K ﹤0.01%
5,190
-766
1199
$263K ﹤0.01%
1,319
-316
1200
$263K ﹤0.01%
14,618
-237
46 47
48
49 50