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
376
$13.6M 0.03%
632,274
+598,906
377
$13.3M 0.03%
54,853
-1,430
378
$13.2M 0.03%
66,521
+346
379
$13.2M 0.03%
180,717
+13,566
380
$13.2M 0.03%
21,102
+855
381
$12.9M 0.03%
73,738
-7,826
382
$12.9M 0.03%
197,770
+570
383
$12.7M 0.03%
76,635
-28,568
384
$12.5M 0.03%
50,133
+8,878
385
$12.5M 0.03%
37,428
+9,826
386
$12.5M 0.03%
456,579
+48,882
387
$12.4M 0.03%
485,139
+29,304
388
$12.4M 0.03%
348,146
-159,267
389
$12.3M 0.03%
115,969
+23,218
390
$12.3M 0.03%
79,416
+2,246
391
$12.1M 0.03%
162,977
-8,242
392
$12M 0.03%
8,746
+224
393
$11.9M 0.03%
250,129
+18,962
394
$11.9M 0.03%
45,180
+853
395
$11.9M 0.03%
192,247
+30,990
396
$11.8M 0.03%
81,860
+1,762
397
$11.8M 0.03%
176,074
-19,811
398
$11.7M 0.03%
71,269
+3,088
399
$11.7M 0.03%
130,617
+41,673
400
$11.6M 0.03%
671,808
+138,606
14 15
16
17 18