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
2001
– –
-18,969
2002
– –
-6,250
2003
– –
-31,768
2004
– –
-41,593
2005
– –
-14,705
2006
– –
-7,911
2007
– –
-1,440
2008
– –
-5,654
2009
– –
-6,410
2010
– –
-3,161
2011
– –
-10,219
2012
– –
-164,509
2013
– –
-228,017
2014
– –
-345
2015
– –
-6,494
2016
– –
-12,699
2017
– –
-58,653
2018
– –
-7,892
2019
– –
-44,170
2020
– –
-11,574
2021
– –
-6,074
2022
– –
-14,030
2023
– –
-10,651
2024
– –
-35,074
2025
– –
-75,475
78 79 80
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