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
176
$57M 0.12%
156,515
-15,062
177
$55.3M 0.12%
3,128,789
+709,840
178
$55M 0.12%
330,357
-28,141
179
$54.9M 0.12%
336,293
-15,266
180
$54.7M 0.12%
735,753
-105,190
181
$54.6M 0.12%
538,367
-48,525
182
$54.5M 0.12%
624,835
-410,465
183
$54.3M 0.12%
520,398
+89,844
184
$54M 0.11%
80,644
+178
185
$52.3M 0.11%
867,908
-175,078
186
$52.3M 0.11%
2,181,738
+34,201
187
$51.9M 0.11%
626,523
-247,848
188
$51.8M 0.11%
830,535
+1,402
189
$51.6M 0.11%
390,558
+275,605
190
$51.4M 0.11%
226,726
-794
191
$51.4M 0.11%
887,556
+40,052
192
$50.4M 0.11%
1,589,873
-162,445
193
$50.2M 0.11%
660,618
+56,723
194
$49.9M 0.11%
531,959
+29,750
195
$48.5M 0.1%
262,810
-141
196
$48.4M 0.1%
1,892,220
-38,150
197
$48.1M 0.1%
4,224,725
+128,145
198
$47.4M 0.1%
1,036,931
-366,939
199
$46.7M 0.1%
1,147,544
+376,880
200
$45.8M 0.1%
345,884
-159,281
6 7
8
9 10