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
1201
$262K ﹤0.01%
2,036
+148
1202
$261K ﹤0.01%
1,550
-14
1203
$261K ﹤0.01%
2,727
-16,242
1204
$260K ﹤0.01%
5,950
1205
$259K ﹤0.01%
8,982
-1,363
1206
$257K ﹤0.01%
15,285
-224,333
1207
$257K ﹤0.01%
4,716
-676
1208
$257K ﹤0.01%
5,919
-1,094
1209
$257K ﹤0.01%
13,461
-1,563
1210
$257K ﹤0.01%
4,032
+235
1211
$256K ﹤0.01%
5,141
-977
1212
$256K ﹤0.01%
5,380
1213
$256K ﹤0.01%
12,501
-977
1214
$254K ﹤0.01%
22,670
-5,248
1215
$251K ﹤0.01%
14,560
-2,515
1216
$251K ﹤0.01%
59,266
-7,264
1217
$251K ﹤0.01%
6,068
-491
1218
$251K ﹤0.01%
2,617
1219
$249K ﹤0.01%
2,837
-325
1220
$249K ﹤0.01%
16,195
-7,000
1221
$249K ﹤0.01%
8,487
-2,469
1222
$248K ﹤0.01%
2,892
-826
1223
$247K ﹤0.01%
9,550
1224
$247K ﹤0.01%
11,823
-229
1225
$245K ﹤0.01%
839,000
47 48
49
50 51