JPMPWA

J.P. 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
$30.9B
AUM Growth
+$5.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,763
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$60.2M
3
+$45.2M
4
LIN icon
Linde
LIN
+$43.4M
5
AMZN icon
Amazon
AMZN
+$41.2M

Top Sells

1
+$23.4M
2
+$21.1M
3
+$16.7M
4
PANW icon
Palo Alto Networks
PANW
+$16.4M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$14.7M

Sector Composition

1 Technology 19.19%
2 Healthcare 9.6%
3 Financials 9.35%
4 Consumer Discretionary 7.67%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.44B 4.66%
10,828,519
+28,502
2
$1.33B 4.31%
3,557,393
+120,796
3
$974M 3.16%
4,379,508
+270,786
4
$694M 2.25%
4,259,420
+252,840
5
$669M 2.17%
1,947,221
+102,841
6
$483M 1.57%
1,287,606
+44,666
7
$442M 1.43%
1,407,806
+8,877
8
$391M 1.27%
4,458,680
+148,480
9
$380M 1.23%
1,577,005
-16,145
10
$345M 1.12%
1,629,158
+13,854
11
$338M 1.1%
2,663,562
+146,983
12
$338M 1.09%
1,543,788
+78,386
13
$320M 1.04%
2,263,338
-11,851
14
$307M 1%
1,125,278
+79,791
15
$293M 0.95%
1,617,599
+50,825
16
$252M 0.82%
503,389
+35,900
17
$251M 0.81%
1,278,725
+101,271
18
$246M 0.8%
5,616,800
+612,610
19
$239M 0.77%
1,747,051
+233,496
20
$239M 0.77%
1,019,758
+90,256
21
$238M 0.77%
1,064,980
-14,024
22
$232M 0.75%
17,733,760
+1,301,080
23
$222M 0.72%
835,001
+33,642
24
$216M 0.7%
1,455,162
+52,522
25
$212M 0.69%
2,415,600
+78,140
1
2 3 4 5