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
1251
$230K ﹤0.01%
3,700
-1,150
1252
$230K ﹤0.01%
+10,436
1253
$229K ﹤0.01%
3,132
1254
$228K ﹤0.01%
4,033
-3,890
1255
$228K ﹤0.01%
4,079
-502
1256
$228K ﹤0.01%
10,970
+293
1257
$227K ﹤0.01%
8,564
-7,111
1258
$227K ﹤0.01%
+3,940
1259
$227K ﹤0.01%
6,500
-5,500
1260
$227K ﹤0.01%
1,470
-1,589
1261
$227K ﹤0.01%
3,975
-295
1262
$227K ﹤0.01%
2,528
+15
1263
$227K ﹤0.01%
+6,237
1264
$226K ﹤0.01%
2,722
-77
1265
$226K ﹤0.01%
165,098
1266
$224K ﹤0.01%
8,308
+25
1267
$224K ﹤0.01%
10,805
+746
1268
$223K ﹤0.01%
4,400
1269
$222K ﹤0.01%
4,631
-783
1270
$221K ﹤0.01%
+6,501
1271
$220K ﹤0.01%
5,441
-33,921
1272
$219K ﹤0.01%
4,890
+223
1273
$219K ﹤0.01%
8,564
1274
$218K ﹤0.01%
4,000
1275
$218K ﹤0.01%
+2,007
49 50
51
52 53