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
1776
$231K ﹤0.01%
3,936
+13
1777
$230K ﹤0.01%
7,671
-534
1778
$230K ﹤0.01%
9,558
+979
1779
$229K ﹤0.01%
16,428
-1,316
1780
$229K ﹤0.01%
4,800
-3,664
1781
$229K ﹤0.01%
+8,155
1782
$228K ﹤0.01%
5,541
1783
$228K ﹤0.01%
10,564
-347
1784
$227K ﹤0.01%
+10,493
1785
$227K ﹤0.01%
7,730
+99
1786
$227K ﹤0.01%
4,227
+40
1787
$225K ﹤0.01%
+7,260
1788
$224K ﹤0.01%
6,880
-6,363
1789
$224K ﹤0.01%
+4,889
1790
$224K ﹤0.01%
10,047
1791
$224K ﹤0.01%
19,666
+2,326
1792
$224K ﹤0.01%
14,386
+300
1793
$223K ﹤0.01%
12,137
-670
1794
$221K ﹤0.01%
20,382
+6,272
1795
$220K ﹤0.01%
+7,079
1796
$219K ﹤0.01%
42,580
1797
$219K ﹤0.01%
5,609
-3,730
1798
$218K ﹤0.01%
+1,090
1799
$217K ﹤0.01%
15,979
-4,825
1800
$217K ﹤0.01%
6,157
+230
70 71
72
73 74