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
1351
$60K ﹤0.01%
474
-1
1352
$58K ﹤0.01%
+10,457
1353
$55K ﹤0.01%
1,606
-7
1354
$52K ﹤0.01%
3,750
1355
$45K ﹤0.01%
4,293
1356
$42K ﹤0.01%
2,058
-406
1357
$42K ﹤0.01%
12,500
1358
$38K ﹤0.01%
22,086
1359
$33K ﹤0.01%
15,415
-2,606
1360
$32K ﹤0.01%
11,234
-31,607
1361
$32K ﹤0.01%
15,357
1362
$28K ﹤0.01%
38,977
+3,000
1363
$26K ﹤0.01%
600
1364
$26K ﹤0.01%
1,417
1365
$25K ﹤0.01%
+14,350
1366
$24K ﹤0.01%
732
1367
$21K ﹤0.01%
13,480
1368
$18K ﹤0.01%
15,000
1369
$18K ﹤0.01%
20,000
1370
$17K ﹤0.01%
+6,750
1371
$17K ﹤0.01%
3,900
1372
$9K ﹤0.01%
1,071
-31
1373
– –
-2,843
1374
– –
-131,001
1375
– –
-48,896
53 54
55
56 57