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
1626
$340K ﹤0.01%
19,476
-2,298
1627
$339K ﹤0.01%
19,847
-91
1628
$338K ﹤0.01%
7,515
1629
$338K ﹤0.01%
8,226
-18
1630
$338K ﹤0.01%
3,205
+166
1631
$338K ﹤0.01%
24,437
-2,296
1632
$337K ﹤0.01%
4,839
-773
1633
$337K ﹤0.01%
9,038
-736,001
1634
$336K ﹤0.01%
+7,432
1635
$336K ﹤0.01%
21,073
+59
1636
$334K ﹤0.01%
4,397
-200
1637
$333K ﹤0.01%
4,088
1638
$333K ﹤0.01%
3,163
+19
1639
$332K ﹤0.01%
5,585
+40
1640
$332K ﹤0.01%
9,211
-514
1641
$331K ﹤0.01%
2,329
+78
1642
$331K ﹤0.01%
3,081
+91
1643
$330K ﹤0.01%
21,232
-4,127
1644
$330K ﹤0.01%
5,097
-4,376
1645
$330K ﹤0.01%
9,235
-47
1646
$329K ﹤0.01%
125,736
+106,357
1647
$329K ﹤0.01%
7,203
+33
1648
$329K ﹤0.01%
4,313
+555
1649
$326K ﹤0.01%
16,802
+1,002
1650
$326K ﹤0.01%
8,280
-9
64 65
66
67 68