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
151
$68.8M 0.15%
1,744,585
+153,357
152
$68.8M 0.15%
713,329
+38,186
153
$68.6M 0.15%
303,261
-2,733
154
$68.5M 0.15%
522,505
-167,080
155
$67.8M 0.14%
1,236,728
+18,964
156
$67.6M 0.14%
206,707
+2,653
157
$67.6M 0.14%
2,505,290
+2,215,354
158
$66.2M 0.14%
793,871
+79,390
159
$66.2M 0.14%
1,771,453
+244,853
160
$65.3M 0.14%
158,177
+21,432
161
$64.1M 0.14%
2,184,325
+901,862
162
$63.8M 0.14%
200,489
+61,995
163
$63.2M 0.13%
1,286,650
-245,944
164
$62.5M 0.13%
1,943,894
-432,958
165
$62.4M 0.13%
86,530
+19,210
166
$62.2M 0.13%
391,895
-166,254
167
$61.7M 0.13%
234,146
-55,270
168
$61M 0.13%
387,097
-19,008
169
$60.6M 0.13%
874,782
-41,710
170
$60.4M 0.13%
851,607
+71,935
171
$60.2M 0.13%
834,686
-235,391
172
$60.1M 0.13%
628,375
-23,768
173
$59.4M 0.13%
290,810
+18,533
174
$58.3M 0.12%
236,396
+54,269
175
$57.2M 0.12%
269,030
+39,216
5 6
7
8 9