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
1476
$505K ﹤0.01%
14,554
+3,808
1477
$504K ﹤0.01%
13,238
-10,609
1478
$504K ﹤0.01%
888
-183
1479
$503K ﹤0.01%
4,576
-149
1480
$502K ﹤0.01%
24,170
+3,722
1481
$502K ﹤0.01%
94,587
+78,944
1482
$501K ﹤0.01%
+11,094
1483
$501K ﹤0.01%
5,165
+1,510
1484
$497K ﹤0.01%
20,321
+8,976
1485
$494K ﹤0.01%
13,714
-1,668
1486
$493K ﹤0.01%
+13,970
1487
$493K ﹤0.01%
11,168
-1,251
1488
$492K ﹤0.01%
15,166
-5,150
1489
$489K ﹤0.01%
10,323
+2
1490
$487K ﹤0.01%
2,645
+292
1491
$486K ﹤0.01%
8,866
+3,114
1492
$485K ﹤0.01%
+24,827
1493
$482K ﹤0.01%
8,925
+527
1494
$481K ﹤0.01%
11,692
1495
$481K ﹤0.01%
19,275
-7,000
1496
$479K ﹤0.01%
8,788
+1,344
1497
$475K ﹤0.01%
7,313
-5,239
1498
$474K ﹤0.01%
5,969
+101
1499
$474K ﹤0.01%
3,690
+146
1500
$474K ﹤0.01%
11,420
58 59
60
61 62