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
1276
$218K ﹤0.01%
5,850
-800
1277
$218K ﹤0.01%
3,554
-4,694
1278
$217K ﹤0.01%
10,091
-430
1279
$217K ﹤0.01%
19,865
-1,700
1280
$216K ﹤0.01%
2,177
-358
1281
$216K ﹤0.01%
2,736
-1,166
1282
$215K ﹤0.01%
2,951
-602
1283
$214K ﹤0.01%
3,489
1284
$214K ﹤0.01%
8,605
-77
1285
$213K ﹤0.01%
15,545
-2,060
1286
$211K ﹤0.01%
3,644
-370
1287
$210K ﹤0.01%
2,297
-646
1288
$209K ﹤0.01%
7,664
-6,314
1289
$209K ﹤0.01%
70,000
1290
$208K ﹤0.01%
4,609
-667
1291
$207K ﹤0.01%
4,704
-15,396
1292
$206K ﹤0.01%
13,932
-888
1293
$206K ﹤0.01%
+1,357
1294
$205K ﹤0.01%
2,454
-369
1295
$205K ﹤0.01%
+1,653
1296
$202K ﹤0.01%
12,707
-7,022
1297
$202K ﹤0.01%
1,574
-23
1298
$201K ﹤0.01%
+20,723
1299
$200K ﹤0.01%
20,000
1300
$199K ﹤0.01%
7,774
+1,978
50 51
52
53 54