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
1401
$596K ﹤0.01%
20,480
-2,062
1402
$595K ﹤0.01%
9,647
-1,583
1403
$595K ﹤0.01%
17,461
-1,250
1404
$591K ﹤0.01%
24,286
+660
1405
$591K ﹤0.01%
14,463
-297
1406
$591K ﹤0.01%
6,164
-169
1407
$590K ﹤0.01%
11,684
-1,043
1408
$590K ﹤0.01%
16,854
+245
1409
$589K ﹤0.01%
37,412
+6,686
1410
$586K ﹤0.01%
9,898
-3,011
1411
$580K ﹤0.01%
18,755
-29,923
1412
$580K ﹤0.01%
9,521
+305
1413
$578K ﹤0.01%
14,645
-805
1414
$578K ﹤0.01%
6,538
+353
1415
$577K ﹤0.01%
10,902
-138
1416
$577K ﹤0.01%
+12,025
1417
$577K ﹤0.01%
16,192
-5,430
1418
$574K ﹤0.01%
7,411
+1,430
1419
$574K ﹤0.01%
21,936
+7,819
1420
$574K ﹤0.01%
15,682
-475
1421
$573K ﹤0.01%
20,636
-890
1422
$572K ﹤0.01%
+19,932
1423
$571K ﹤0.01%
37,208
-1,435
1424
$567K ﹤0.01%
8,305
+141
1425
$565K ﹤0.01%
12,748
-116
55 56
57
58 59