JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
1401
– –
-14,543
1402
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-5,180
1403
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-34,848
1404
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-19
1405
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-1,822
1406
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-14,621
1407
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-16,257
1408
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-8,161
1409
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-33,898
1410
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-36,545
1411
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-8,963
1412
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-183,750
1413
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-21,344
1414
– –
-4,120
1415
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-134,840
1416
– –
-63,500
1417
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-14,626
1418
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-15,744
1419
– –
-40,203
1420
– –
-7,960
1421
– –
-4,851
1422
– –
-5,708
1423
– –
-96,374
1424
– –
-6,960
1425
– –
-12,214
55 56
57
58 59