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
1426
$562K ﹤0.01%
19,021
+2,221
1427
$562K ﹤0.01%
11,153
-2,580
1428
$561K ﹤0.01%
20,327
-89
1429
$561K ﹤0.01%
2,799
-314
1430
$561K ﹤0.01%
9,021
+1,654
1431
$558K ﹤0.01%
10,446
+1,603
1432
$556K ﹤0.01%
4,145
+117
1433
$553K ﹤0.01%
40,771
+411
1434
$552K ﹤0.01%
19,616
-6,819
1435
$549K ﹤0.01%
19,066
-354
1436
$547K ﹤0.01%
24,434
+11,273
1437
$546K ﹤0.01%
33,586
+704
1438
$546K ﹤0.01%
10,678
+2,052
1439
$545K ﹤0.01%
12,557
-7,639
1440
$544K ﹤0.01%
4,196
+581
1441
$543K ﹤0.01%
4,967
-282
1442
$541K ﹤0.01%
14,943
-934
1443
$540K ﹤0.01%
7,058
1444
$539K ﹤0.01%
6,555
+895
1445
$538K ﹤0.01%
13,899
-16,208
1446
$537K ﹤0.01%
7,599
+1,153
1447
$535K ﹤0.01%
18,139
+9,817
1448
$535K ﹤0.01%
+20,194
1449
$535K ﹤0.01%
52,662
-103
1450
$533K ﹤0.01%
10,178
-1,611
56 57
58
59 60