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
201
$17.3M 0.09%
217,158
-3,944
202
$17.2M 0.09%
326,874
+2,445
203
$17.2M 0.09%
118,432
+1,041
204
$17.2M 0.09%
142,468
-2,536
205
$17.1M 0.09%
161,518
-2,881
206
$17M 0.09%
222,175
-221,475
207
$16.7M 0.09%
108,873
-4,396
208
$16.6M 0.09%
317,121
+79,121
209
$16.6M 0.09%
286,246
-63,927
210
$16.5M 0.09%
1,169,646
-45,688
211
$16.5M 0.09%
414,264
-28,741
212
$16.3M 0.09%
866,380
-49,280
213
$16.1M 0.09%
176,794
-4,040
214
$16.1M 0.09%
44,981
+28,920
215
$16M 0.09%
511,816
+123,209
216
$15.9M 0.09%
243,833
-6,948
217
$15.8M 0.09%
77,554
-1,406
218
$15.7M 0.09%
615,125
+23,145
219
$15.7M 0.09%
174,053
-1,348
220
$15.4M 0.08%
324,834
-52,750
221
$15.4M 0.08%
342,348
-40,625
222
$15.2M 0.08%
190,537
+27,125
223
$14.9M 0.08%
106,465
-16,844
224
$14.9M 0.08%
266,162
-3,484
225
$14.8M 0.08%
388,188
-78,952
7 8
9
10 11