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
1376
$626K ﹤0.01%
8,017
-392
1377
$625K ﹤0.01%
18,024
-9,163
1378
$625K ﹤0.01%
26,030
+1,012
1379
$623K ﹤0.01%
12,975
+8,175
1380
$623K ﹤0.01%
2,479
-251
1381
$622K ﹤0.01%
32,207
-5,597
1382
$622K ﹤0.01%
78,004
-3,126
1383
$622K ﹤0.01%
9,494
-8,980
1384
$621K ﹤0.01%
11,457
-1,988
1385
$619K ﹤0.01%
10,212
+198
1386
$619K ﹤0.01%
8,199
+1,041
1387
$618K ﹤0.01%
10,526
-8,011
1388
$615K ﹤0.01%
8,630
-3,475
1389
$612K ﹤0.01%
101,114
-77,991
1390
$611K ﹤0.01%
11,727
-5,378
1391
$609K ﹤0.01%
50,069
1392
$608K ﹤0.01%
1,131
-110
1393
$608K ﹤0.01%
31,392
-2,183
1394
$607K ﹤0.01%
18,460
+2,405
1395
$604K ﹤0.01%
18,924
-704
1396
$604K ﹤0.01%
6,874
-1,257
1397
$602K ﹤0.01%
35,119
-1,619
1398
$600K ﹤0.01%
17,461
-146
1399
$597K ﹤0.01%
2,950
-317
1400
$596K ﹤0.01%
4,904
-116
54 55
56
57 58