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
101
$46.9M 0.26%
341,833
-23,454
102
$46.9M 0.26%
1,867,530
-297,454
103
$45.7M 0.25%
423,939
-15,883
104
$45.3M 0.25%
229,643
-20,361
105
$44.8M 0.25%
215,624
-9,190
106
$44.8M 0.25%
264,680
+24,451
107
$42.9M 0.23%
698,406
-228,449
108
$42.8M 0.23%
244,914
+6,819
109
$42.6M 0.23%
260,819
-36,939
110
$42M 0.23%
1,453,223
-63,519
111
$40.2M 0.22%
1,080,120
+2,588
112
$40.2M 0.22%
2,082,457
-6,393,863
113
$39.1M 0.21%
639,969
-18,885
114
$38.8M 0.21%
105,515
-5,715
115
$38M 0.21%
617,397
-9,792
116
$38M 0.21%
277,415
-8,743
117
$37.2M 0.2%
1,781,504
+24,245
118
$37.1M 0.2%
323,013
+10,507
119
$36.7M 0.2%
1,230,489
+2,859
120
$36.5M 0.2%
329,636
-14,882
121
$36.5M 0.2%
244,212
-4,322
122
$35.4M 0.19%
961,932
+28,433
123
$35.3M 0.19%
245,676
-1,958
124
$34.2M 0.19%
415,061
-12,324
125
$33.6M 0.18%
458,968
+4,734
3 4
5
6 7