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
251
$20.5M 0.07%
435,548
+11,627
252
$20.5M 0.07%
303,724
+4,894
253
$20.2M 0.07%
41,374
+3,769
254
$20M 0.06%
55,637
+42,278
255
$19.9M 0.06%
76,771
+26,835
256
$19.8M 0.06%
152,129
+6,254
257
$19.8M 0.06%
82,692
+17,133
258
$19.8M 0.06%
717,884
+680,487
259
$19.8M 0.06%
11,810
+1,367
260
$19.5M 0.06%
82,010
+15
261
$19.4M 0.06%
336,877
-13,429
262
$19.3M 0.06%
86,256
+3,827
263
$19.1M 0.06%
352,796
+79,877
264
$19M 0.06%
214,718
+15,650
265
$19M 0.06%
582,700
+50,420
266
$18.9M 0.06%
254,962
+9,514
267
$18.8M 0.06%
636,876
-1,529
268
$18.8M 0.06%
161,980
-3,549
269
$18.8M 0.06%
170,733
+28,342
270
$18.4M 0.06%
395,112
+16,400
271
$18.3M 0.06%
88,236
+24,273
272
$18.2M 0.06%
53,825
+2,847
273
$18.2M 0.06%
409,552
-11,701
274
$18.2M 0.06%
226,650
+30,940
275
$18.1M 0.06%
300,627
+90,284
9 10
11
12 13