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
201
$45.7M 0.1%
555,262
+428,817
202
$45.6M 0.1%
870,591
+399,464
203
$44.4M 0.09%
887,244
+4,624
204
$43.3M 0.09%
1,000,962
+222,174
205
$42.8M 0.09%
169,640
-5,634
206
$42.6M 0.09%
1,302,714
-388,524
207
$42.5M 0.09%
334,092
+28,983
208
$41.7M 0.09%
125,460
+1,160
209
$41.7M 0.09%
426,820
-16,163
210
$40.9M 0.09%
773,914
-11,843
211
$40.4M 0.09%
442,725
-65,674
212
$40.3M 0.09%
186,294
+4,000
213
$40.1M 0.09%
998,256
+21,991
214
$39.9M 0.08%
440,700
+25,763
215
$39.9M 0.08%
241,694
-4,260
216
$39.6M 0.08%
583,734
+24,497
217
$39.4M 0.08%
420,302
+34,456
218
$38.9M 0.08%
527,941
+114,704
219
$38.6M 0.08%
276,433
-2,023
220
$38.4M 0.08%
818,532
+54,630
221
$38.2M 0.08%
85,714
-10,894
222
$37.8M 0.08%
183,588
-654
223
$37.8M 0.08%
+737,322
224
$37.2M 0.08%
1,264,122
+26,107
225
$37.1M 0.08%
162,032
-9,270
7 8
9
10 11