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
1551
$410K ﹤0.01%
10,340
-124
1552
$410K ﹤0.01%
6,610
+551
1553
$406K ﹤0.01%
20,148
-9,977
1554
$405K ﹤0.01%
4,555
-15
1555
$405K ﹤0.01%
8,842
+5
1556
$402K ﹤0.01%
17,076
+1,532
1557
$400K ﹤0.01%
16,589
-932
1558
$400K ﹤0.01%
9,939
-512
1559
$400K ﹤0.01%
12,393
+2,315
1560
$398K ﹤0.01%
+5,250
1561
$396K ﹤0.01%
+5,949
1562
$396K ﹤0.01%
8,090
-158
1563
$396K ﹤0.01%
12,659
+408
1564
$395K ﹤0.01%
13,468
+26
1565
$395K ﹤0.01%
4,898
+693
1566
$394K ﹤0.01%
3,116
+242
1567
$393K ﹤0.01%
13,525
1568
$393K ﹤0.01%
3,108
+91
1569
$393K ﹤0.01%
6,502
+366
1570
$391K ﹤0.01%
10,208
-627
1571
$391K ﹤0.01%
5,513
-1,644
1572
$390K ﹤0.01%
1,850
-68
1573
$389K ﹤0.01%
10,786
+184
1574
$389K ﹤0.01%
+9,940
1575
$389K ﹤0.01%
2,650
-406
61 62
63
64 65