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
1526
$444K ﹤0.01%
30,121
-2,649
1527
$443K ﹤0.01%
49,552
1528
$441K ﹤0.01%
2,775
+515
1529
$438K ﹤0.01%
7,862
+995
1530
$436K ﹤0.01%
5,746
-2,318
1531
$434K ﹤0.01%
21,040
+1,278
1532
$430K ﹤0.01%
6,343
+1,164
1533
$428K ﹤0.01%
13,225
-577
1534
$428K ﹤0.01%
25,138
+41
1535
$424K ﹤0.01%
8,807
+3,188
1536
$423K ﹤0.01%
21,247
-11,688
1537
$423K ﹤0.01%
10,533
-9,530
1538
$422K ﹤0.01%
12,081
+1,947
1539
$422K ﹤0.01%
3,909
+859
1540
$422K ﹤0.01%
3,860
-3,949
1541
$421K ﹤0.01%
+13,056
1542
$421K ﹤0.01%
22,014
-4,611
1543
$420K ﹤0.01%
19,267
+37
1544
$419K ﹤0.01%
12,093
+188
1545
$415K ﹤0.01%
39,187
+3,322
1546
$414K ﹤0.01%
18,215
-1,075
1547
$414K ﹤0.01%
8,705
-3,855
1548
$413K ﹤0.01%
8,649
-840
1549
$413K ﹤0.01%
9,781
-147,035
1550
$411K ﹤0.01%
56,476
-29,961
60 61
62
63 64