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
376
$8.99M 0.03%
593,016
-10,194
377
$8.98M 0.03%
358,723
+212,463
378
$8.96M 0.03%
+431,577
379
$8.89M 0.03%
293,850
-10,914
380
$8.83M 0.03%
268,061
+147,361
381
$8.73M 0.03%
186,809
-28,431
382
$8.67M 0.03%
263,757
-30,129
383
$8.64M 0.03%
195,989
-37,776
384
$8.58M 0.03%
115,615
-5,716
385
$8.52M 0.03%
60,222
+640
386
$8.48M 0.03%
78,157
+28,194
387
$8.45M 0.03%
36,143
+26,361
388
$8.34M 0.03%
68,461
-3,566
389
$8.08M 0.03%
188,216
-7,876
390
$7.88M 0.03%
114,412
-7,476
391
$7.86M 0.03%
47,272
-9,646
392
$7.8M 0.03%
189,524
-15,554
393
$7.73M 0.03%
117,345
+93,256
394
$7.72M 0.03%
272,807
+10,660
395
$7.71M 0.03%
200,682
-20,176
396
$7.71M 0.03%
+27,383
397
$7.68M 0.02%
113,733
-14,793
398
$7.63M 0.02%
188,500
+30,312
399
$7.59M 0.02%
52,261
+4,113
400
$7.56M 0.02%
216,480
-2,308
14 15
16
17 18