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
$18.3B
AUM Growth
-$922M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,506
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.16M
3
+$8.11M
4
ZBRA icon
Zebra Technologies
ZBRA
+$6.71M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$6.19M

Top Sells

1
+$144M
2
+$123M
3
+$115M
4
OEF icon
iShares S&P 100 ETF
OEF
+$78.9M
5
META icon
Meta Platforms (Facebook)
META
+$70.7M

Sector Composition

1 Technology 13.62%
2 Healthcare 8.86%
3 Financials 8.74%
4 Industrials 6.19%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27.6M 0.15%
175,921
-6,261
152
$26.9M 0.15%
128,319
+32,043
153
$26.8M 0.15%
293,206
-43,855
154
$25.9M 0.14%
126,786
-23,569
155
$25.7M 0.14%
291,193
-8,800
156
$25.3M 0.14%
6,149,800
-199,480
157
$25M 0.14%
535,316
+54,827
158
$25M 0.14%
318,574
-20,799
159
$24.8M 0.14%
330,107
-38,842
160
$24.5M 0.13%
359,341
-2,901
161
$24.4M 0.13%
180,861
-4,109
162
$24M 0.13%
424,040
-12,608
163
$23.3M 0.13%
129,947
+915
164
$23.1M 0.13%
123,994
+10,266
165
$23.1M 0.13%
176,866
+730
166
$22.9M 0.13%
423,538
-16,823
167
$22.5M 0.12%
409,777
-50,933
168
$22.4M 0.12%
115,590
-1,358
169
$22.4M 0.12%
330,880
-94,146
170
$22.3M 0.12%
655,374
+47,094
171
$22M 0.12%
178,480
+4,508
172
$22M 0.12%
161,187
+8,698
173
$21.7M 0.12%
340,628
-193,695
174
$21.6M 0.12%
363,091
-25,177
175
$21.6M 0.12%
132,422
-10,845
5 6
7
8 9