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
1801
$217K ﹤0.01%
+4,385
1802
$216K ﹤0.01%
+8,577
1803
$215K ﹤0.01%
7,100
1804
$215K ﹤0.01%
+3,260
1805
$214K ﹤0.01%
3,638
-47
1806
$213K ﹤0.01%
1,560
+46
1807
$212K ﹤0.01%
+10,000
1808
$211K ﹤0.01%
2,468
-1,594
1809
$211K ﹤0.01%
+11,580
1810
$211K ﹤0.01%
5,896
-313
1811
$210K ﹤0.01%
+1,690
1812
$210K ﹤0.01%
+4,800
1813
$209K ﹤0.01%
+6,527
1814
$208K ﹤0.01%
+15,345
1815
$208K ﹤0.01%
+7,244
1816
$208K ﹤0.01%
25,963
+1,753
1817
$207K ﹤0.01%
13,250
1818
$207K ﹤0.01%
+8,621
1819
$207K ﹤0.01%
+3,554
1820
$206K ﹤0.01%
7,193
1821
$206K ﹤0.01%
12,086
+443
1822
$205K ﹤0.01%
7,609
-3,461
1823
$204K ﹤0.01%
+11,992
1824
$204K ﹤0.01%
13,052
1825
$204K ﹤0.01%
+2,669
71 72
73
74 75