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
1651
$324K ﹤0.01%
6,435
1652
$323K ﹤0.01%
6,803
1653
$322K ﹤0.01%
7,638
+1,911
1654
$321K ﹤0.01%
20,737
+5,687
1655
$320K ﹤0.01%
4,830
-1,431
1656
$319K ﹤0.01%
+12,034
1657
$319K ﹤0.01%
3,752
-29
1658
$317K ﹤0.01%
19,761
+545
1659
$316K ﹤0.01%
12,680
-1,140
1660
$316K ﹤0.01%
28,325
-8,275
1661
$315K ﹤0.01%
13,312
-1,131
1662
$315K ﹤0.01%
6,330
-71
1663
$313K ﹤0.01%
7,263
-312
1664
$311K ﹤0.01%
6,388
-8,699
1665
$308K ﹤0.01%
12,498
+2,564
1666
$307K ﹤0.01%
5,724
+74
1667
$307K ﹤0.01%
8,857
+2,221
1668
$306K ﹤0.01%
64,696
-35,965
1669
$305K ﹤0.01%
5,689
-11,192
1670
$305K ﹤0.01%
10,142
+140
1671
$304K ﹤0.01%
6,023
-15,916
1672
$304K ﹤0.01%
9,439
-7,005
1673
$303K ﹤0.01%
13,497
-76,925
1674
$303K ﹤0.01%
+70,771
1675
$303K ﹤0.01%
4,783
+111
65 66
67
68 69