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
1326
$714K ﹤0.01%
11,393
+288
1327
$714K ﹤0.01%
31,103
+5,679
1328
$713K ﹤0.01%
45,215
-27,157
1329
$713K ﹤0.01%
82,468
+9,477
1330
$712K ﹤0.01%
18,368
-731
1331
$711K ﹤0.01%
3,397
+584
1332
$711K ﹤0.01%
10,642
-3,378
1333
$709K ﹤0.01%
6,596
+70
1334
$701K ﹤0.01%
1,177
-16
1335
$701K ﹤0.01%
5,626
-336
1336
$697K ﹤0.01%
12,751
-140
1337
$695K ﹤0.01%
43,011
+5,564
1338
$694K ﹤0.01%
7,791
-2,174
1339
$693K ﹤0.01%
73,835
-72
1340
$692K ﹤0.01%
53,057
-5,657
1341
$688K ﹤0.01%
8,479
-4,478
1342
$684K ﹤0.01%
3,442
+35
1343
$681K ﹤0.01%
+19,587
1344
$675K ﹤0.01%
102,782
-2,560
1345
$675K ﹤0.01%
15,383
-166
1346
$669K ﹤0.01%
8,560
-652
1347
$667K ﹤0.01%
14,855
+6,125
1348
$664K ﹤0.01%
43,746
1349
$664K ﹤0.01%
4,998
-919
1350
$663K ﹤0.01%
17,748
-3,139
52 53
54
55 56