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
276
$18.1M 0.06%
309,907
-83,886
277
$18M 0.06%
102,658
-2,257
278
$17.7M 0.06%
443,660
+367,750
279
$17.7M 0.06%
328,701
+25,786
280
$17.5M 0.06%
202,805
+75,252
281
$17.5M 0.06%
109,168
+9,325
282
$17.4M 0.06%
315,062
+10,733
283
$17.4M 0.06%
127,149
+35,228
284
$17.1M 0.06%
211,477
+1,606
285
$17.1M 0.06%
226,877
-100,877
286
$17M 0.06%
49
-1
287
$17M 0.06%
225,913
+176,272
288
$17M 0.06%
238,486
+12,986
289
$16.9M 0.05%
98,623
+966
290
$16.9M 0.05%
181,188
+2,359
291
$16.7M 0.05%
50,088
+7,498
292
$16.5M 0.05%
273,666
+62,169
293
$16.5M 0.05%
117,249
+778
294
$16.4M 0.05%
121,532
+4,124
295
$16.3M 0.05%
68,183
+13,328
296
$16.3M 0.05%
175,615
+1,287
297
$16.1M 0.05%
159,645
-5,966
298
$16.1M 0.05%
218,115
+35,762
299
$15.8M 0.05%
112,426
+1,300
300
$15.8M 0.05%
60,668
+1,374
10 11
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