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
1926
– –
0
1927
$769 ﹤0.01%
+14,458
1928
$600 ﹤0.01%
+25,000
1929
$411 ﹤0.01%
16,811
-271
1930
– –
-3,579
1931
– –
-7,003
1932
– –
-10,900
1933
– –
-11,788
1934
– –
-63,591
1935
– –
-7,938
1936
– –
-6,123
1937
– –
-481
1938
– –
-71,093
1939
– –
-25,000
1940
– –
-50,000
1941
– –
-28,053
1942
– –
-11,955
1943
– –
-50,000
1944
– –
-7,912
1945
– –
-15,967
1946
– –
-49,703
1947
– –
-230
1948
– –
-20,200
1949
– –
-8,368
1950
– –
-32,592
76 77
78
79 80