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
1976
– –
-4,280
1977
– –
-8,100
1978
– –
-3,143
1979
– –
-11,707
1980
– –
-17,380
1981
– –
-3,800
1982
– –
-3,463
1983
– –
-5,202
1984
– –
-3,352
1985
– –
-11,019
1986
– –
-25,204
1987
– –
-2,510
1988
– –
-5,703
1989
– –
-26,739
1990
– –
-5,009
1991
– –
-11,561
1992
– –
-17,029
1993
– –
-83,491
1994
– –
-7,588
1995
– –
-13,041
1996
– –
-10,913
1997
– –
-33,607
1998
– –
-11,671
1999
– –
-16,644
2000
– –
-23,130
78 79
80
81 82