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
1901
$93.6K ﹤0.01%
+11,589
1902
$93.2K ﹤0.01%
11,611
-37,621
1903
$88K ﹤0.01%
2,795
1904
$86.6K ﹤0.01%
57,353
-3,137
1905
$81K ﹤0.01%
17,716
1906
$80.1K ﹤0.01%
15,343
-21,636
1907
$78.6K ﹤0.01%
14,211
-44
1908
$77.8K ﹤0.01%
19,599
1909
$61.4K ﹤0.01%
3,240
-2,010
1910
$60.9K ﹤0.01%
10,049
-1,550
1911
$59.2K ﹤0.01%
10,721
-47
1912
$58.3K ﹤0.01%
22,016
-195,454
1913
$57.4K ﹤0.01%
+16,000
1914
$43.5K ﹤0.01%
15,000
1915
$38.5K ﹤0.01%
+10,430
1916
$34.5K ﹤0.01%
10,000
1917
$28.8K ﹤0.01%
925
1918
$25.4K ﹤0.01%
1,104
1919
$23.1K ﹤0.01%
880
1920
$18.2K ﹤0.01%
10,340
-23,411
1921
$17.3K ﹤0.01%
+3,828
1922
$16.6K ﹤0.01%
11,528
1923
$12.4K ﹤0.01%
+18,300
1924
$9.2K ﹤0.01%
1,150
1925
$3.08K ﹤0.01%
+99,635
75 76
77
78 79