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
1851
$178K ﹤0.01%
20,080
-892
1852
$177K ﹤0.01%
17,993
1853
$177K ﹤0.01%
10,129
-12,633
1854
$173K ﹤0.01%
11,602
+26
1855
$172K ﹤0.01%
11,640
-1,461
1856
$172K ﹤0.01%
14,329
-513
1857
$171K ﹤0.01%
+11,652
1858
$169K ﹤0.01%
11,319
+4,400
1859
$169K ﹤0.01%
10,710
1860
$164K ﹤0.01%
15,335
-3,178
1861
$163K ﹤0.01%
+13,028
1862
$156K ﹤0.01%
10,691
1863
$155K ﹤0.01%
16,745
-2,021
1864
$154K ﹤0.01%
16,534
-54,706
1865
$153K ﹤0.01%
12,587
1866
$151K ﹤0.01%
18,412
-59,553
1867
$150K ﹤0.01%
15,000
1868
$150K ﹤0.01%
20,861
+101
1869
$149K ﹤0.01%
22,422
-4,956
1870
$149K ﹤0.01%
15,263
+4,461
1871
$148K ﹤0.01%
+16,064
1872
$148K ﹤0.01%
17,576
+12
1873
$147K ﹤0.01%
17,167
+1,896
1874
$147K ﹤0.01%
13,028
-5,214
1875
$146K ﹤0.01%
3,150
+420
73 74
75
76 77