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
1576
$387K ﹤0.01%
3,527
+330
1577
$387K ﹤0.01%
4,311
+1,118
1578
$387K ﹤0.01%
3,186
+287
1579
$385K ﹤0.01%
3,384
-404
1580
$384K ﹤0.01%
8,489
-477
1581
$384K ﹤0.01%
32,189
+7,956
1582
$380K ﹤0.01%
+11,303
1583
$380K ﹤0.01%
5,031
+10
1584
$379K ﹤0.01%
23,718
+1,334
1585
$378K ﹤0.01%
4,807
-311
1586
$378K ﹤0.01%
7,651
-327
1587
$376K ﹤0.01%
8,563
-1,078
1588
$376K ﹤0.01%
65,009
+8,564
1589
$374K ﹤0.01%
10,921
+2,828
1590
$374K ﹤0.01%
10,031
-11,136
1591
$374K ﹤0.01%
92,537
-101,191
1592
$373K ﹤0.01%
1,023
+261
1593
$373K ﹤0.01%
5,216
+263
1594
$372K ﹤0.01%
31,200
-910
1595
$371K ﹤0.01%
26,734
-11,905
1596
$371K ﹤0.01%
18,108
+1,074
1597
$367K ﹤0.01%
1,621
-927
1598
$366K ﹤0.01%
2,851
-868
1599
$365K ﹤0.01%
+23,734
1600
$365K ﹤0.01%
3,689
-4,104
62 63
64
65 66