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
101
$108M 0.23%
486,080
+12,730
102
$107M 0.23%
475,799
-2,926
103
$107M 0.23%
6,132,797
-417,615
104
$107M 0.23%
1,286,911
-162,155
105
$103M 0.22%
3,442,725
+12,771
106
$100M 0.21%
1,298,539
-35,518
107
$100M 0.21%
1,616,659
-1,522,213
108
$99.5M 0.21%
198,990
+9,217
109
$97.8M 0.21%
723,446
-55,562
110
$97.7M 0.21%
426,780
-3,407
111
$96.6M 0.2%
1,979,557
+827,824
112
$96.5M 0.2%
998,011
-129,334
113
$95.9M 0.2%
2,659,980
+248,121
114
$94.8M 0.2%
707,278
-17,313
115
$93.6M 0.2%
1,268,427
+576,880
116
$92.4M 0.2%
1,116,374
-43,659
117
$91.1M 0.19%
3,735,543
+685,926
118
$87.8M 0.19%
944,646
+9,590
119
$87.6M 0.19%
449,278
-7,800
120
$87.1M 0.18%
872,302
-8,132
121
$86.9M 0.18%
225,391
-31,157
122
$86.8M 0.18%
1,036,318
+275,379
123
$86.4M 0.18%
870,930
-63,653
124
$86.2M 0.18%
444,121
+216,915
125
$85.6M 0.18%
32,276
+6,206
3 4
5
6 7