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
1301
$198K ﹤0.01%
17,530
1302
$195K ﹤0.01%
12,155
+2,050
1303
$193K ﹤0.01%
10,299
-791
1304
$190K ﹤0.01%
37,970
-24,964
1305
$186K ﹤0.01%
12,451
-4,038
1306
$183K ﹤0.01%
20,106
1307
$181K ﹤0.01%
33,000
1308
$174K ﹤0.01%
28,214
-490
1309
$170K ﹤0.01%
11,425
1310
$163K ﹤0.01%
6,260
1311
$160K ﹤0.01%
10,989
-1,814
1312
$159K ﹤0.01%
11,626
+282
1313
$157K ﹤0.01%
21,117
-10,605
1314
$156K ﹤0.01%
16,544
1315
$154K ﹤0.01%
+1,339
1316
$151K ﹤0.01%
28,738
-57,704
1317
$151K ﹤0.01%
+10,873
1318
$148K ﹤0.01%
12,885
+841
1319
$144K ﹤0.01%
16,017
-2,272
1320
$143K ﹤0.01%
+11,017
1321
$141K ﹤0.01%
32,181
+482
1322
$134K ﹤0.01%
17,000
1323
$129K ﹤0.01%
10,877
-71
1324
$127K ﹤0.01%
472
-7
1325
$125K ﹤0.01%
+10,472
51 52
53
54 55