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
1226
$244K ﹤0.01%
10,164
-2,944
1227
$244K ﹤0.01%
2,826
-91
1228
$244K ﹤0.01%
2,357
-188
1229
$243K ﹤0.01%
3,141
-30
1230
$241K ﹤0.01%
18,365
-65
1231
$241K ﹤0.01%
6,471
-1,104
1232
$240K ﹤0.01%
+9,224
1233
$239K ﹤0.01%
18,113
-1,762
1234
$239K ﹤0.01%
2,759
-30
1235
$238K ﹤0.01%
2,000
1236
$238K ﹤0.01%
1,706
-150
1237
$238K ﹤0.01%
+2,660
1238
$236K ﹤0.01%
8,000
-154
1239
$236K ﹤0.01%
2,030
1240
$235K ﹤0.01%
1,360
-69
1241
$235K ﹤0.01%
+12,364
1242
$234K ﹤0.01%
11,400
1243
$234K ﹤0.01%
11,884
-962
1244
$234K ﹤0.01%
891
-144
1245
$232K ﹤0.01%
9,738
-1,057
1246
$231K ﹤0.01%
2,531
-135
1247
$231K ﹤0.01%
+4,000
1248
$231K ﹤0.01%
6,298
-979
1249
$230K ﹤0.01%
5,306
-50
1250
$230K ﹤0.01%
115,243
48 49
50
51 52