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
1676
$302K ﹤0.01%
4,755
-1,638
1677
$300K ﹤0.01%
8,577
+26
1678
$300K ﹤0.01%
5,726
+488
1679
$300K ﹤0.01%
5,127
-192
1680
$299K ﹤0.01%
8,824
+1,138
1681
$299K ﹤0.01%
+10,508
1682
$298K ﹤0.01%
4,444
-264
1683
$298K ﹤0.01%
23,091
-557
1684
$298K ﹤0.01%
7,389
+106
1685
$297K ﹤0.01%
9,240
+234
1686
$297K ﹤0.01%
4,911
+399
1687
$297K ﹤0.01%
4,000
1688
$295K ﹤0.01%
15,432
1689
$294K ﹤0.01%
10,500
1690
$292K ﹤0.01%
4,041
+68
1691
$290K ﹤0.01%
13,337
+2,625
1692
$290K ﹤0.01%
2,540
1693
$288K ﹤0.01%
23,340
-473
1694
$288K ﹤0.01%
3,461
+168
1695
$286K ﹤0.01%
4,380
+207
1696
$284K ﹤0.01%
11,950
1697
$284K ﹤0.01%
+5,302
1698
$284K ﹤0.01%
53,909
+858
1699
$283K ﹤0.01%
9,015
+165
1700
$282K ﹤0.01%
8,948
66 67
68
69 70