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
1876
$146K ﹤0.01%
14,632
+9,622
1877
$144K ﹤0.01%
10,991
-185
1878
$144K ﹤0.01%
10,000
1879
$132K ﹤0.01%
52,212
1880
$132K ﹤0.01%
12,681
-49,646
1881
$132K ﹤0.01%
13,465
-376
1882
$130K ﹤0.01%
+13,378
1883
$129K ﹤0.01%
10,436
-300
1884
$129K ﹤0.01%
+15,763
1885
$128K ﹤0.01%
20,984
-2,208
1886
$127K ﹤0.01%
44,309
+5,919
1887
$126K ﹤0.01%
13,109
-744
1888
$125K ﹤0.01%
+11,274
1889
$124K ﹤0.01%
3,333
-667
1890
$120K ﹤0.01%
11,808
-515
1891
$119K ﹤0.01%
32,309
+7,120
1892
$111K ﹤0.01%
+10,058
1893
$110K ﹤0.01%
13,568
-99
1894
$109K ﹤0.01%
14,930
1895
$109K ﹤0.01%
+15,000
1896
$109K ﹤0.01%
22,102
+514
1897
$104K ﹤0.01%
11,914
-124
1898
$103K ﹤0.01%
+11,188
1899
$98.7K ﹤0.01%
+11,837
1900
$94.1K ﹤0.01%
24,258
-1,173
74 75
76
77 78