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
1276
$792K ﹤0.01%
6,366
+1,981
1277
$789K ﹤0.01%
17,417
+2,958
1278
$788K ﹤0.01%
49,378
-2,750
1279
$785K ﹤0.01%
16,182
-166
1280
$783K ﹤0.01%
137,391
+121,521
1281
$783K ﹤0.01%
15,927
+70
1282
$783K ﹤0.01%
9,075
+113
1283
$782K ﹤0.01%
10,806
+1,661
1284
$780K ﹤0.01%
13,830
+440
1285
$780K ﹤0.01%
19,575
+147
1286
$776K ﹤0.01%
7,082
-897
1287
$769K ﹤0.01%
94,491
-1,882
1288
$769K ﹤0.01%
41,930
+2,165
1289
$769K ﹤0.01%
5,239
+109
1290
$768K ﹤0.01%
4,396
+25
1291
$767K ﹤0.01%
2,213
-475
1292
$763K ﹤0.01%
10,570
+24
1293
$762K ﹤0.01%
7,840
-119
1294
$761K ﹤0.01%
44,977
-18,509
1295
$760K ﹤0.01%
2,795
+95
1296
$759K ﹤0.01%
19,175
+526
1297
$758K ﹤0.01%
18,286
+300
1298
$757K ﹤0.01%
9,340
+1,308
1299
$756K ﹤0.01%
10,035
+5,470
1300
$756K ﹤0.01%
14,823
+2,636
50 51
52
53 54