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
$18.3B
AUM Growth
-$922M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,506
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.16M
3
+$8.11M
4
ZBRA icon
Zebra Technologies
ZBRA
+$6.71M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$6.19M

Top Sells

1
+$144M
2
+$123M
3
+$115M
4
OEF icon
iShares S&P 100 ETF
OEF
+$78.9M
5
META icon
Meta Platforms (Facebook)
META
+$70.7M

Sector Composition

1 Technology 13.62%
2 Healthcare 8.86%
3 Financials 8.74%
4 Industrials 6.19%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$21.4M 0.12%
276,502
-23,996
177
$21.1M 0.12%
526,020
+1,721
178
$20.7M 0.11%
189,751
-15,927
179
$20.5M 0.11%
608,076
-2,407
180
$20.5M 0.11%
286,000
-7,441
181
$20.4M 0.11%
308,103
+5,217
182
$20.2M 0.11%
82,042
-6,259
183
$20M 0.11%
499,590
-37,456
184
$19.8M 0.11%
96,274
-3,497
185
$19.4M 0.11%
61
-31
186
$19.3M 0.11%
289,295
+2,874
187
$18.9M 0.1%
166,247
+1,776
188
$18.8M 0.1%
102,730
+2,940
189
$18.7M 0.1%
117,287
-6,705
190
$18.5M 0.1%
168,313
-36
191
$18.4M 0.1%
211,090
-14,591
192
$18.4M 0.1%
198,629
-80,409
193
$18.1M 0.1%
223,643
-113,807
194
$18.1M 0.1%
151,603
-83
195
$17.9M 0.1%
355,644
-26,572
196
$17.6M 0.1%
170,030
-16,887
197
$17.6M 0.1%
371,937
+25,793
198
$17.5M 0.1%
77,349
-51
199
$17.5M 0.1%
83,042
-14,564
200
$17.5M 0.1%
187,626
+698
6 7
8
9 10