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
1451
$533K ﹤0.01%
27,803
-3,407
1452
$532K ﹤0.01%
22,945
+700
1453
$532K ﹤0.01%
5,267
+1,238
1454
$529K ﹤0.01%
65,350
1455
$528K ﹤0.01%
13,188
-509
1456
$528K ﹤0.01%
6,859
-198
1457
$528K ﹤0.01%
7,016
+746
1458
$528K ﹤0.01%
18,723
-11,477
1459
$527K ﹤0.01%
+15,063
1460
$527K ﹤0.01%
44,379
+1,952
1461
$526K ﹤0.01%
13,015
-3,706
1462
$523K ﹤0.01%
24,117
-3,940
1463
$522K ﹤0.01%
7,401
+635
1464
$521K ﹤0.01%
18,141
-5,900
1465
$521K ﹤0.01%
8,060
+87
1466
$519K ﹤0.01%
20,730
+1,917
1467
$518K ﹤0.01%
11,639
-76
1468
$513K ﹤0.01%
16,929
+1,850
1469
$513K ﹤0.01%
13,893
+306
1470
$512K ﹤0.01%
15,300
+1,484
1471
$511K ﹤0.01%
80,292
+9,839
1472
$511K ﹤0.01%
14,792
-532
1473
$510K ﹤0.01%
1,721
-206
1474
$509K ﹤0.01%
61,048
-4,763
1475
$506K ﹤0.01%
7,036
+173
57 58
59
60 61