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
1176
$972K ﹤0.01%
4,912
-134
1177
$970K ﹤0.01%
13,081
-14,397
1178
$968K ﹤0.01%
22,786
+1,765
1179
$956K ﹤0.01%
26,713
+9,988
1180
$955K ﹤0.01%
26,714
+17,684
1181
$953K ﹤0.01%
15,183
1182
$952K ﹤0.01%
26,417
+8,469
1183
$952K ﹤0.01%
16,435
-384
1184
$950K ﹤0.01%
180,610
+13,528
1185
$949K ﹤0.01%
18,193
+8,655
1186
$949K ﹤0.01%
21,881
-334
1187
$949K ﹤0.01%
34,694
+2,459
1188
$947K ﹤0.01%
9,060
-300
1189
$934K ﹤0.01%
18,843
+280
1190
$932K ﹤0.01%
11,235
-6,957
1191
$932K ﹤0.01%
15,411
+5,544
1192
$931K ﹤0.01%
100,346
-37,955
1193
$927K ﹤0.01%
16,375
-2,867
1194
$924K ﹤0.01%
24,482
+752
1195
$924K ﹤0.01%
11,475
+49
1196
$923K ﹤0.01%
285,869
1197
$923K ﹤0.01%
33,680
-1,585
1198
$921K ﹤0.01%
16,003
-2,599
1199
$914K ﹤0.01%
50,000
-260
1200
$906K ﹤0.01%
9,315
46 47
48
49 50