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
$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
226
$36.4M 0.09%
217,489
+21,116
227
$36.3M 0.09%
835,445
+76,627
228
$36.1M 0.09%
174,610
+14,367
229
$34.6M 0.08%
121,228
-42,482
230
$34.6M 0.08%
131,014
-12,238
231
$34.2M 0.08%
56,268
+1,379
232
$33.9M 0.08%
1,043,319
+56,468
233
$33.4M 0.08%
401,287
+32,137
234
$33.3M 0.08%
490,596
+189,912
235
$33.2M 0.08%
364,361
+7,273
236
$33.2M 0.08%
1,094,626
+121,396
237
$33.1M 0.08%
448,765
+50,415
238
$32.8M 0.08%
221,218
-51,135
239
$32.7M 0.08%
1,872,984
+22,590
240
$32.4M 0.08%
405,895
+116,115
241
$31.8M 0.08%
436,739
-100,713
242
$31.7M 0.08%
730,400
+60,901
243
$31.6M 0.08%
173,427
+7,687
244
$31.2M 0.08%
218,404
+20,933
245
$30.8M 0.08%
273,960
+4,184
246
$30.6M 0.07%
529,420
+51,680
247
$30.4M 0.07%
143,360
-33,908
248
$30.3M 0.07%
2,616,843
+276,636
249
$30.3M 0.07%
473,526
+62,819
250
$29.8M 0.07%
1,189,545
-87,746
8 9
10
11 12