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
$40.9B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,022
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$66.3M
3
+$64.4M
4
AMZN icon
Amazon
AMZN
+$58.7M
5
NOW icon
ServiceNow
NOW
+$57.8M

Top Sells

1
+$37.1M
2
+$29.8M
3
+$27.5M
4
TYL icon
Tyler Technologies
TYL
+$26.5M
5
STZ icon
Constellation Brands
STZ
+$25.5M

Sector Composition

1 Technology 17.82%
2 Financials 10.87%
3 Healthcare 8.64%
4 Consumer Discretionary 7.95%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.65B 4.04%
3,852,432
+230,919
2
$1.47B 3.61%
10,421,426
+368,293
3
$1.32B 3.23%
4,680,606
+128,261
4
$876M 2.14%
2,221,220
+163,220
5
$845M 2.07%
5,146,620
+357,520
6
$674M 1.65%
5,040,860
+412,720
7
$621M 1.52%
1,441,808
+99,878
8
$519M 1.27%
1,450,169
+75,961
9
$470M 1.15%
2,872,327
+91,092
10
$461M 1.13%
1,359,279
+132,865
11
$447M 1.09%
1,630,586
+67,228
12
$416M 1.02%
20,067,780
+1,279,500
13
$400M 0.98%
1,793,734
+126,980
14
$393M 0.96%
1,626,262
+45,183
15
$365M 0.89%
2,377,227
+149,635
16
$350M 0.85%
7,207,510
+405,280
17
$341M 0.83%
1,556,946
+94,114
18
$339M 0.83%
2,006,506
+164,919
19
$330M 0.81%
2,474,640
+134,960
20
$325M 0.8%
1,250,419
+125,844
21
$320M 0.78%
2,047,666
+91,370
22
$309M 0.76%
536,499
+36,637
23
$285M 0.7%
869,489
+31,865
24
$283M 0.69%
6,656,232
+715,475
25
$275M 0.67%
704,483
+51,789
1
2 3 4 5