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
1751
$246K ﹤0.01%
18,345
-101
1752
$245K ﹤0.01%
+2,644
1753
$245K ﹤0.01%
10,770
+631
1754
$244K ﹤0.01%
3,796
+83
1755
$244K ﹤0.01%
245,021
-10,305
1756
$244K ﹤0.01%
5,521
-1,909
1757
$244K ﹤0.01%
+27,150
1758
$243K ﹤0.01%
5,630
-1,359
1759
$241K ﹤0.01%
+3,764
1760
$240K ﹤0.01%
20,058
-1,723
1761
$239K ﹤0.01%
10,878
1762
$238K ﹤0.01%
+3,507
1763
$237K ﹤0.01%
1,438
+102
1764
$237K ﹤0.01%
28,466
+1,702
1765
$235K ﹤0.01%
5,137
-10
1766
$235K ﹤0.01%
+3,218
1767
$233K ﹤0.01%
+9,404
1768
$233K ﹤0.01%
7,200
+678
1769
$232K ﹤0.01%
+6,235
1770
$232K ﹤0.01%
5,135
+48
1771
$232K ﹤0.01%
+6,281
1772
$232K ﹤0.01%
2,936
-206
1773
$232K ﹤0.01%
7,520
-3,554
1774
$232K ﹤0.01%
62,260
1775
$231K ﹤0.01%
8,071
+53
69 70
71
72 73