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
251
$29.7M 0.07%
259,012
+40,734
252
$29.7M 0.07%
335,492
+4,032
253
$29.4M 0.07%
146,358
-1,982
254
$28.9M 0.07%
608,215
+27,543
255
$28.7M 0.07%
84,865
+85
256
$28.4M 0.07%
252,381
-99,119
257
$28.2M 0.07%
167,898
+1,361
258
$27.6M 0.07%
41,430
+1,575
259
$27.5M 0.07%
16,402
+1,758
260
$27.5M 0.07%
211,408
+5,563
261
$27M 0.07%
371,289
+29,135
262
$26.9M 0.07%
689,484
+35,119
263
$26.7M 0.07%
469,700
-298,990
264
$26.7M 0.07%
56,637
+3,622
265
$26.6M 0.07%
79,411
+6,692
266
$26.5M 0.06%
75,507
-1,009
267
$26.5M 0.06%
260,108
+76,545
268
$26.2M 0.06%
277,033
+43,353
269
$25.9M 0.06%
382,252
-6,884
270
$25.7M 0.06%
68,943
+2,153
271
$25.4M 0.06%
106,000
+2,429
272
$25.3M 0.06%
258,403
+10,192
273
$25.1M 0.06%
82,474
-6,046
274
$24.5M 0.06%
362,154
+156,829
275
$24.4M 0.06%
318,094
-287,994
9 10
11
12 13