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
1826
$203K ﹤0.01%
5,824
-936
1827
$203K ﹤0.01%
4,880
-750
1828
$203K ﹤0.01%
3,255
+14
1829
$203K ﹤0.01%
+2,132
1830
$202K ﹤0.01%
+6,174
1831
$202K ﹤0.01%
3,892
-13,522
1832
$202K ﹤0.01%
11,019
-138
1833
$201K ﹤0.01%
+3,378
1834
$201K ﹤0.01%
+7,098
1835
$201K ﹤0.01%
15,500
1836
$201K ﹤0.01%
+36
1837
$200K ﹤0.01%
1,756
-3,007
1838
$199K ﹤0.01%
14,370
-855
1839
$197K ﹤0.01%
20,396
-919
1840
$197K ﹤0.01%
16,250
1841
$197K ﹤0.01%
26,739
+7,440
1842
$197K ﹤0.01%
10,166
-13,500
1843
$196K ﹤0.01%
33,229
1844
$194K ﹤0.01%
25,268
-5,491
1845
$192K ﹤0.01%
18,257
-176
1846
$189K ﹤0.01%
55,232
+104
1847
$186K ﹤0.01%
18,566
+44
1848
$186K ﹤0.01%
11,006
+1,538
1849
$181K ﹤0.01%
17,271
+110
1850
$178K ﹤0.01%
13,100
72 73
74
75 76