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
351
$15.9M 0.04%
439,682
+5,354
352
$15.8M 0.04%
60,366
+13,480
353
$15.5M 0.04%
304,948
+85,278
354
$15.4M 0.04%
366,328
+11,847
355
$15.4M 0.04%
327,959
+3,623
356
$15.4M 0.04%
122,095
-3,020
357
$15.3M 0.04%
172,371
+28,617
358
$15.2M 0.04%
57,707
+2,187
359
$15.2M 0.04%
106,038
-4,742
360
$15.1M 0.04%
248,325
+18,158
361
$15.1M 0.04%
52,878
+1,108
362
$14.8M 0.04%
136,400
+7,720
363
$14.7M 0.04%
243,410
-43,646
364
$14.7M 0.04%
6,179
+266
365
$14.4M 0.04%
85,421
-10,619
366
$14.3M 0.04%
48,265
+421
367
$14.3M 0.03%
239,788
-13,418
368
$14.3M 0.03%
72,719
+2,416
369
$14.2M 0.03%
84,549
+6,546
370
$14.1M 0.03%
652,539
-21,948
371
$14.1M 0.03%
61,882
-36,078
372
$13.9M 0.03%
642,427
-285,945
373
$13.9M 0.03%
85,660
+6,161
374
$13.9M 0.03%
196,453
-132,646
375
$13.6M 0.03%
+212,022
13 14
15
16 17