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
$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
226
$24.1M 0.08%
45,112
+2,985
227
$24.1M 0.08%
301,655
+95,066
228
$23.9M 0.08%
277,265
+3,966
229
$23.8M 0.08%
693,160
+48,402
230
$23.7M 0.08%
473,552
-192,610
231
$23.4M 0.08%
326,856
+19,738
232
$23M 0.07%
199,319
+21,586
233
$23M 0.07%
108,444
+21,387
234
$22.7M 0.07%
420,881
-18,308
235
$22.6M 0.07%
474,756
+38,442
236
$22.4M 0.07%
58,893
+7,909
237
$22.3M 0.07%
67,120
+7,942
238
$22.3M 0.07%
72,823
-2,141
239
$22.1M 0.07%
193,237
+2,003
240
$22M 0.07%
50,470
+12,404
241
$22M 0.07%
350,088
-136,480
242
$21.7M 0.07%
211,286
+14,522
243
$21.2M 0.07%
770,814
+568,363
244
$21.1M 0.07%
77,588
+23,019
245
$21M 0.07%
222,511
-14,174
246
$20.9M 0.07%
173,210
-5,572
247
$20.8M 0.07%
186,943
+57,136
248
$20.7M 0.07%
157,429
+17,106
249
$20.6M 0.07%
572,267
+22,271
250
$20.6M 0.07%
57,140
+25,422
8 9
10
11 12