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
1726
$268K ﹤0.01%
5,544
+624
1727
$268K ﹤0.01%
10,883
-4,662
1728
$267K ﹤0.01%
+5,536
1729
$266K ﹤0.01%
+5,396
1730
$266K ﹤0.01%
5,351
-2,500
1731
$263K ﹤0.01%
3,263
-4,871
1732
$262K ﹤0.01%
8,585
+932
1733
$261K ﹤0.01%
2,389
-9,695
1734
$259K ﹤0.01%
20,000
1735
$259K ﹤0.01%
+4,016
1736
$258K ﹤0.01%
5,509
1737
$258K ﹤0.01%
42,506
-1,649
1738
$257K ﹤0.01%
4,038
+223
1739
$256K ﹤0.01%
+10,426
1740
$256K ﹤0.01%
9,080
-730
1741
$255K ﹤0.01%
3,472
-146
1742
$254K ﹤0.01%
6,700
+130
1743
$254K ﹤0.01%
36,280
-1,320
1744
$253K ﹤0.01%
6,727
+19
1745
$252K ﹤0.01%
10,473
1746
$250K ﹤0.01%
6,020
-101
1747
$250K ﹤0.01%
+9,384
1748
$249K ﹤0.01%
+7,417
1749
$249K ﹤0.01%
+3,249
1750
$246K ﹤0.01%
5,545
-2,150
68 69
70
71 72