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
126
$83.9M 0.18%
514,994
+300,934
127
$80.7M 0.17%
1,014,038
+399,002
128
$78.1M 0.17%
603,288
-40,454
129
$77.4M 0.16%
856,044
+55,737
130
$77M 0.16%
510,058
-39,597
131
$76.7M 0.16%
1,054,581
+1,508
132
$76.7M 0.16%
684,968
-9,960
133
$76.7M 0.16%
1,096,804
+5,210
134
$76.5M 0.16%
399,677
+53,672
135
$76.3M 0.16%
607,450
+72,894
136
$76M 0.16%
747,861
-32,938
137
$75.8M 0.16%
219,413
+12,259
138
$74.9M 0.16%
1,975,178
+216,480
139
$73.9M 0.16%
1,084,655
+287,022
140
$73.8M 0.16%
753,116
+252,298
141
$73.4M 0.16%
804,136
+56,641
142
$72.7M 0.15%
204,194
-89,145
143
$72.6M 0.15%
350,081
+46,142
144
$71.5M 0.15%
623,956
-98,491
145
$70.8M 0.15%
413,532
+13,865
146
$70.8M 0.15%
529,724
+75,424
147
$70.7M 0.15%
1,852,804
+169,012
148
$69.6M 0.15%
561,153
+210,351
149
$69.3M 0.15%
1,859,849
+352,796
150
$68.9M 0.15%
454,076
+22,121
4 5
6
7 8