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
276
$24M 0.06%
97,238
+4,116
277
$24M 0.06%
968,049
+123,612
278
$23.9M 0.06%
213,147
+24,519
279
$23.7M 0.06%
120,204
+21,571
280
$23.7M 0.06%
78,333
+21,297
281
$23.5M 0.06%
611,040
+31,140
282
$23.4M 0.06%
148,584
+2,927
283
$23.4M 0.06%
106,535
+34,506
284
$23.2M 0.06%
473,827
+10,409
285
$23.1M 0.06%
96,436
+7,101
286
$23.1M 0.06%
+223,439
287
$23M 0.06%
472,101
+54,041
288
$23M 0.06%
175,245
+2,635
289
$22.9M 0.06%
901,516
+52,767
290
$22.8M 0.06%
438,501
+110,334
291
$22.7M 0.06%
239,022
-57,862
292
$22.5M 0.06%
203,880
+31,854
293
$22.2M 0.05%
365,661
+23,397
294
$21.9M 0.05%
730,693
+1,499
295
$21.8M 0.05%
781,029
+771,839
296
$21.7M 0.05%
187,791
+7,241
297
$21.5M 0.05%
81,158
-29,453
298
$21.3M 0.05%
79,917
+2,226
299
$21.2M 0.05%
142,499
-18,870
300
$20.9M 0.05%
397,346
+149,352
10 11
12
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