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
326
$13.5M 0.04%
154,463
-154,847
327
$13.4M 0.04%
565,786
-56,924
328
$13M 0.04%
98,183
+31,216
329
$13M 0.04%
77,788
+27,057
330
$13M 0.04%
186,830
+4,640
331
$12.7M 0.04%
175,236
+39,853
332
$12.6M 0.04%
39,167
+4,150
333
$12.5M 0.04%
137,469
+2,140
334
$12.4M 0.04%
134,210
+35,240
335
$12.2M 0.04%
263,039
+53,948
336
$12.1M 0.04%
345,496
-352,082
337
$11.8M 0.04%
142,850
+234
338
$11.8M 0.04%
133,766
+20,845
339
$11.8M 0.04%
122,309
-797
340
$11.7M 0.04%
220,953
+7,136
341
$11.6M 0.04%
299,833
-12,232
342
$11.6M 0.04%
163,090
+39,825
343
$11.5M 0.04%
381,350
+45,091
344
$11.5M 0.04%
152,640
-10,282
345
$11.4M 0.04%
99,820
+846
346
$11.2M 0.04%
73,513
-604
347
$10.9M 0.04%
490,636
+23,776
348
$10.8M 0.03%
46,628
-4,266
349
$10.8M 0.03%
95,316
+7,826
350
$10.7M 0.03%
239,648
+5,739
12 13
14
15 16