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
1301
$754K ﹤0.01%
6,669
-28,229
1302
$754K ﹤0.01%
153,519
+3,916
1303
$754K ﹤0.01%
14,066
+212
1304
$751K ﹤0.01%
3,338
+133
1305
$750K ﹤0.01%
6,158
-275
1306
$747K ﹤0.01%
16,269
-366
1307
$747K ﹤0.01%
8,411
-412
1308
$746K ﹤0.01%
23,140
+925
1309
$745K ﹤0.01%
23,353
+526
1310
$745K ﹤0.01%
8,163
-502
1311
$745K ﹤0.01%
8,065
-130
1312
$745K ﹤0.01%
17,441
-13,031
1313
$743K ﹤0.01%
17,012
+352
1314
$736K ﹤0.01%
23,191
-9,832
1315
$733K ﹤0.01%
19,549
-687
1316
$733K ﹤0.01%
22,623
+5,674
1317
$731K ﹤0.01%
10,132
+2,578
1318
$726K ﹤0.01%
4,906
-124
1319
$723K ﹤0.01%
5,214
+119
1320
$723K ﹤0.01%
33,226
-218
1321
$721K ﹤0.01%
10,983
-628
1322
$720K ﹤0.01%
28,309
-8,440
1323
$719K ﹤0.01%
36,186
-5,164
1324
$714K ﹤0.01%
34,146
-7,361
1325
$714K ﹤0.01%
33,459
+19,591
51 52
53
54 55