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
301
$15.7M 0.05%
155,657
+15,557
302
$15.7M 0.05%
1,239,173
+265,575
303
$15.6M 0.05%
161,232
+13,852
304
$15.6M 0.05%
102,829
+1,451
305
$15.2M 0.05%
185,379
-5,031
306
$15.1M 0.05%
88,968
-19,560
307
$14.9M 0.05%
32,843
-12,599
308
$14.8M 0.05%
30,557
+2,527
309
$14.8M 0.05%
63,646
+1,472
310
$14.8M 0.05%
218,633
+5,100
311
$14.7M 0.05%
92,492
-720
312
$14.5M 0.05%
93,068
+842
313
$14.5M 0.05%
110,212
+34,655
314
$14.5M 0.05%
381,577
+181,605
315
$14.4M 0.05%
51,576
+10,218
316
$14.3M 0.05%
88,983
+3,203
317
$14.3M 0.05%
333,419
-5,807
318
$14.2M 0.05%
141,696
+14,954
319
$14.2M 0.05%
469,267
+7,097
320
$14.2M 0.05%
99,970
+1,822
321
$14M 0.05%
78,171
+3,931
322
$13.8M 0.04%
382,653
-30,486
323
$13.7M 0.04%
231,781
+3,828
324
$13.7M 0.04%
105,656
+65,047
325
$13.6M 0.04%
331,538
+7,220
11 12
13
14 15