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
1351
$661K ﹤0.01%
11,776
-524
1352
$659K ﹤0.01%
3,606
-232
1353
$657K ﹤0.01%
4,512
+181
1354
$656K ﹤0.01%
14,291
+4,838
1355
$655K ﹤0.01%
28,410
+127
1356
$655K ﹤0.01%
6,394
-27
1357
$652K ﹤0.01%
57,230
+26,280
1358
$651K ﹤0.01%
18,560
+576
1359
$648K ﹤0.01%
4,888
-752
1360
$648K ﹤0.01%
25,056
-41,878
1361
$645K ﹤0.01%
7,838
-15,513
1362
$645K ﹤0.01%
15,773
-3,046
1363
$642K ﹤0.01%
7,786
+3,525
1364
$640K ﹤0.01%
10,506
-50
1365
$639K ﹤0.01%
58,976
+640
1366
$635K ﹤0.01%
19,919
1367
$634K ﹤0.01%
2,829
-110
1368
$633K ﹤0.01%
7,860
1369
$632K ﹤0.01%
10,090
-292
1370
$632K ﹤0.01%
28,166
+628
1371
$629K ﹤0.01%
9,468
-2,946
1372
$628K ﹤0.01%
8,258
-25
1373
$626K ﹤0.01%
10,181
-1,618
1374
$626K ﹤0.01%
67,553
+8,004
1375
$626K ﹤0.01%
7,397
-347
53 54
55
56 57