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
326
$18M 0.04%
394,967
-979
327
$18M 0.04%
219,720
-8,033
328
$17.9M 0.04%
293,462
+29,051
329
$17.6M 0.04%
324,795
+33,436
330
$17.6M 0.04%
886,344
+239,752
331
$17.5M 0.04%
90,859
+1,866
332
$17.4M 0.04%
725,348
+172,076
333
$17.3M 0.04%
155,521
-1,286
334
$17.2M 0.04%
137,014
+3,116
335
$17.2M 0.04%
582,892
-190,876
336
$17.1M 0.04%
1,208,679
+175,909
337
$16.8M 0.04%
206,213
+5,969
338
$16.6M 0.04%
1,216,209
+581
339
$16.6M 0.04%
136,992
-10,579
340
$16.6M 0.04%
211,889
-93,866
341
$16.5M 0.04%
541,389
+75,085
342
$16.4M 0.04%
128,018
+33,040
343
$16.3M 0.04%
248,551
+12,361
344
$16.2M 0.04%
169,282
+25,397
345
$16.2M 0.04%
647,012
+84,408
346
$16.1M 0.04%
212,906
-44,584
347
$16M 0.04%
+50,707
348
$16M 0.04%
120,946
+4,112
349
$15.9M 0.04%
117,902
-6,273
350
$15.9M 0.04%
316,459
+55,034
12 13
14
15 16