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
1226
$875K ﹤0.01%
23,239
-191
1227
$874K ﹤0.01%
8,974
-2,047
1228
$872K ﹤0.01%
21,039
-207
1229
$871K ﹤0.01%
6,148
-3,494
1230
$870K ﹤0.01%
134,079
+7,212
1231
$870K ﹤0.01%
32,843
+4,234
1232
$867K ﹤0.01%
28,834
-4,474
1233
$865K ﹤0.01%
10,548
-5,141
1234
$865K ﹤0.01%
+12,050
1235
$864K ﹤0.01%
13,233
-864
1236
$864K ﹤0.01%
2,208
+112
1237
$857K ﹤0.01%
+14,017
1238
$857K ﹤0.01%
10,037
+54
1239
$857K ﹤0.01%
15,825
+2,631
1240
$857K ﹤0.01%
5,677
+409
1241
$850K ﹤0.01%
13,296
+370
1242
$849K ﹤0.01%
31,488
-301
1243
$849K ﹤0.01%
54,697
-5,362
1244
$848K ﹤0.01%
47,493
-2,596
1245
$848K ﹤0.01%
13,863
-2,221
1246
$848K ﹤0.01%
7,441
+285
1247
$847K ﹤0.01%
90,746
-3,814
1248
$846K ﹤0.01%
6,509
-297
1249
$845K ﹤0.01%
4,084
-363
1250
$840K ﹤0.01%
17,521
+2
48 49
50
51 52