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
351
$10.7M 0.03%
197,244
-5,015
352
$10.7M 0.03%
69,769
+3,986
353
$10.6M 0.03%
159,944
+13,536
354
$10.5M 0.03%
71,235
+5,023
355
$10.5M 0.03%
+59,811
356
$10.4M 0.03%
162,614
-12,700
357
$10.1M 0.03%
16,262
+4,323
358
$10.1M 0.03%
318,955
+247,411
359
$9.85M 0.03%
+253,570
360
$9.8M 0.03%
131,164
+84,259
361
$9.7M 0.03%
426,594
+5,394
362
$9.66M 0.03%
58,749
-3,175
363
$9.66M 0.03%
30,687
+14,531
364
$9.63M 0.03%
59,993
-8,178
365
$9.6M 0.03%
45,175
+987
366
$9.53M 0.03%
62,216
+51,778
367
$9.49M 0.03%
8,331
+484
368
$9.48M 0.03%
44,885
+3,283
369
$9.38M 0.03%
48,244
-516
370
$9.35M 0.03%
62,841
+6,592
371
$9.3M 0.03%
60,861
-15,812
372
$9.26M 0.03%
71,029
+4,684
373
$9.26M 0.03%
69,675
+2,228
374
$9.21M 0.03%
155,026
+6,722
375
$9.02M 0.03%
122,833
-5,515
13 14
15
16 17