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
1601
$365K ﹤0.01%
7,704
-327
1602
$363K ﹤0.01%
+13,801
1603
$362K ﹤0.01%
11,574
+2,650
1604
$361K ﹤0.01%
4,374
-9
1605
$361K ﹤0.01%
13,297
-67,240
1606
$360K ﹤0.01%
8,226
-18,262
1607
$360K ﹤0.01%
14,466
-13,292
1608
$359K ﹤0.01%
12,011
+3,497
1609
$357K ﹤0.01%
2,936
+604
1610
$352K ﹤0.01%
1,520
-54
1611
$352K ﹤0.01%
16,655
+172
1612
$352K ﹤0.01%
3,948
-150
1613
$352K ﹤0.01%
4,843
-322
1614
$349K ﹤0.01%
28,105
+465
1615
$349K ﹤0.01%
25,546
-607
1616
$347K ﹤0.01%
6,047
+120
1617
$347K ﹤0.01%
6,241
-5,519
1618
$346K ﹤0.01%
9,089
-1,233
1619
$346K ﹤0.01%
4,833
1620
$346K ﹤0.01%
13,677
1621
$343K ﹤0.01%
5,782
-3,780
1622
$343K ﹤0.01%
30,456
+8,963
1623
$343K ﹤0.01%
16,900
+3,795
1624
$342K ﹤0.01%
4,258
+480
1625
$342K ﹤0.01%
2,343
+419
63 64
65
66 67