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
1951
– –
-156,732
1952
– –
-6,384
1953
– –
-27,947
1954
– –
-4,831
1955
– –
-3,800
1956
– –
-51,872
1957
– –
-21,850
1958
– –
-12,750
1959
– –
-33,673
1960
– –
-318
1961
– –
-35,536
1962
– –
-21,218
1963
– –
-8,480
1964
– –
-15,200
1965
– –
-13,781
1966
– –
-4,237
1967
– –
-9,665
1968
– –
-635,762
1969
– –
-5,815
1970
– –
-12,818
1971
– –
-16,650
1972
– –
-3,333
1973
– –
-18,000
1974
– –
-24,614
1975
– –
-2,027
77 78
79
80 81