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
301
$20.9M 0.05%
113,064
+2,492
302
$20.9M 0.05%
704,818
+17,434
303
$20.7M 0.05%
372,868
+29,724
304
$20.5M 0.05%
348,123
-4,770
305
$20.2M 0.05%
515,125
+81,727
306
$20.2M 0.05%
636,481
-20,317
307
$20.2M 0.05%
49
-4
308
$20M 0.05%
417,562
+184,858
309
$19.9M 0.05%
284,271
+22,875
310
$19.8M 0.05%
612,980
-45,953
311
$19.8M 0.05%
592,407
+26,697
312
$19.8M 0.05%
110,325
+6,102
313
$19.7M 0.05%
130,680
+11,022
314
$19.1M 0.05%
361,604
+129,565
315
$19M 0.05%
276,559
+736
316
$19M 0.05%
124,550
+116,191
317
$18.8M 0.05%
162,964
+20,966
318
$18.8M 0.05%
73,484
-9,880
319
$18.8M 0.05%
165,701
+15,693
320
$18.8M 0.05%
234,146
+13,765
321
$18.4M 0.05%
121,035
+5,973
322
$18.4M 0.04%
358,254
-43,301
323
$18.3M 0.04%
268,904
-96,425
324
$18.3M 0.04%
182,865
+51,500
325
$18M 0.04%
232,524
-115,560
11 12
13
14 15