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
$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
126
$33.6M 0.18%
225,592
+5
127
$33.1M 0.18%
528,225
+3,077
128
$33M 0.18%
197,478
+5,849
129
$32.8M 0.18%
748,628
-61,200
130
$32.8M 0.18%
272,917
-11,318
131
$32.6M 0.18%
688,599
-28,413
132
$32.5M 0.18%
602,993
+9,945
133
$32.3M 0.18%
461,277
-78,129
134
$32.2M 0.18%
654,747
-227,979
135
$31.9M 0.17%
821,280
-7,934
136
$30.6M 0.17%
674,658
-79,200
137
$30.5M 0.17%
235,729
-609,209
138
$30.3M 0.17%
1,000,438
-13,167
139
$30.1M 0.16%
474,827
-142,371
140
$30.1M 0.16%
184,055
-7,409
141
$30M 0.16%
480,248
-10,776
142
$29.9M 0.16%
270,388
+1,124
143
$29.5M 0.16%
631,601
-37,729
144
$29.4M 0.16%
254,697
-3,074
145
$28.5M 0.16%
1,081,724
+58,731
146
$28.4M 0.16%
171,651
-13,530
147
$28.3M 0.16%
769,359
-258,612
148
$28.1M 0.15%
59,786
-819
149
$28M 0.15%
105,273
-8,035
150
$27.8M 0.15%
317,830
-14,506
4 5
6
7 8