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
1501
$473K ﹤0.01%
10,122
-211
1502
$469K ﹤0.01%
14,675
-2,221
1503
$469K ﹤0.01%
19,996
-100
1504
$468K ﹤0.01%
5,189
+255
1505
$467K ﹤0.01%
4,464
+734
1506
$466K ﹤0.01%
7,365
-3,418
1507
$464K ﹤0.01%
15,402
-350
1508
$464K ﹤0.01%
1,733
+57
1509
$463K ﹤0.01%
40,583
+9,274
1510
$462K ﹤0.01%
15,106
-904
1511
$461K ﹤0.01%
12,269
-724
1512
$461K ﹤0.01%
17,238
+4,451
1513
$460K ﹤0.01%
7,512
+2,629
1514
$458K ﹤0.01%
3,907
-497
1515
$456K ﹤0.01%
18,942
-13,660
1516
$456K ﹤0.01%
5,258
+56
1517
$456K ﹤0.01%
17,000
1518
$455K ﹤0.01%
3,471
-610
1519
$453K ﹤0.01%
8,431
-699
1520
$450K ﹤0.01%
5,370
-856
1521
$449K ﹤0.01%
2,441
-665
1522
$448K ﹤0.01%
4,480
+2,183
1523
$446K ﹤0.01%
13,395
+18
1524
$446K ﹤0.01%
17,161
-6,718
1525
$446K ﹤0.01%
10,668
+3,382
59 60
61
62 63