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
1701
$281K ﹤0.01%
2,108
-141
1702
$281K ﹤0.01%
3,097
1703
$280K ﹤0.01%
3,539
-112
1704
$280K ﹤0.01%
6,556
-879
1705
$280K ﹤0.01%
15,866
+379
1706
$280K ﹤0.01%
6,372
-746
1707
$280K ﹤0.01%
11,135
1708
$279K ﹤0.01%
3,594
-699
1709
$279K ﹤0.01%
7,617
+487
1710
$278K ﹤0.01%
3,654
1711
$277K ﹤0.01%
13,396
-1,024
1712
$277K ﹤0.01%
3,306
1713
$276K ﹤0.01%
11,588
+29
1714
$275K ﹤0.01%
2,234
+9
1715
$274K ﹤0.01%
4,267
-4,142
1716
$274K ﹤0.01%
13,910
1717
$274K ﹤0.01%
10,310
-12,359
1718
$274K ﹤0.01%
14,586
-836
1719
$273K ﹤0.01%
+33,065
1720
$273K ﹤0.01%
14,503
-582
1721
$272K ﹤0.01%
+2,054
1722
$271K ﹤0.01%
9,247
-8,833
1723
$271K ﹤0.01%
33,201
+2,048
1724
$270K ﹤0.01%
3,219
-155
1725
$268K ﹤0.01%
+13,004
67 68
69
70 71