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
1251
$840K ﹤0.01%
3,872
-1,075
1252
$839K ﹤0.01%
8,303
-42
1253
$836K ﹤0.01%
10,375
+2,964
1254
$833K ﹤0.01%
8,946
-739
1255
$829K ﹤0.01%
80,377
-8,904
1256
$828K ﹤0.01%
2,607
+55
1257
$828K ﹤0.01%
+26,097
1258
$828K ﹤0.01%
15,006
+821
1259
$827K ﹤0.01%
25,939
+601
1260
$826K ﹤0.01%
9,571
+5,742
1261
$825K ﹤0.01%
52,743
-1,840
1262
$820K ﹤0.01%
58,962
-3,958
1263
$818K ﹤0.01%
11,831
-6,272
1264
$818K ﹤0.01%
45,990
1265
$817K ﹤0.01%
17,147
+8,853
1266
$815K ﹤0.01%
101,847
+21,401
1267
$811K ﹤0.01%
14,991
-180
1268
$809K ﹤0.01%
18,082
+408
1269
$808K ﹤0.01%
25,625
-3
1270
$807K ﹤0.01%
18,386
-13,405
1271
$806K ﹤0.01%
4,791
+1,493
1272
$801K ﹤0.01%
11,394
-2,392
1273
$799K ﹤0.01%
4,932
-7,440
1274
$798K ﹤0.01%
9,426
-298
1275
$794K ﹤0.01%
18,903
+1,459
49 50
51
52 53