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
1326
$123K ﹤0.01%
12,687
+297
1327
$122K ﹤0.01%
10,586
-3,000
1328
$120K ﹤0.01%
19,502
+7,000
1329
$116K ﹤0.01%
10,000
-1,200
1330
$115K ﹤0.01%
10,420
1331
$115K ﹤0.01%
+47,000
1332
$114K ﹤0.01%
42,690
1333
$112K ﹤0.01%
15,850
1334
$111K ﹤0.01%
+13,902
1335
$111K ﹤0.01%
25,490
1336
$105K ﹤0.01%
12,350
1337
$104K ﹤0.01%
+15,104
1338
$104K ﹤0.01%
10,320
-550
1339
$101K ﹤0.01%
25,701
-775
1340
$95K ﹤0.01%
+48,792
1341
$88K ﹤0.01%
10,582
-196,598
1342
$87K ﹤0.01%
+4,359
1343
$84K ﹤0.01%
10,000
1344
$79K ﹤0.01%
747
-14
1345
$68K ﹤0.01%
+14,336
1346
$62K ﹤0.01%
500
1347
$62K ﹤0.01%
19,755
+478
1348
$62K ﹤0.01%
10,806
-1,000
1349
$61K ﹤0.01%
3,505
1350
$60K ﹤0.01%
12,398
-127
52 53
54
55 56