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
401
$7.54M 0.02%
43,381
+17,290
402
$7.5M 0.02%
97,824
+2,430
403
$7.43M 0.02%
258,487
-98,777
404
$7.42M 0.02%
26,120
+7,036
405
$7.28M 0.02%
76,575
-3,281
406
$7.21M 0.02%
83,551
+3,503
407
$7.13M 0.02%
178,367
-61,029
408
$7.08M 0.02%
262,832
-2,988
409
$7M 0.02%
20,764
-1,361
410
$6.99M 0.02%
47,093
+22,669
411
$6.96M 0.02%
236,009
-5,134
412
$6.91M 0.02%
35,461
+6,855
413
$6.89M 0.02%
102,046
+5,071
414
$6.87M 0.02%
214,125
+67,500
415
$6.84M 0.02%
47,627
-1,896
416
$6.83M 0.02%
36,050
+672
417
$6.73M 0.02%
373,768
+46,944
418
$6.73M 0.02%
186,877
-2,389
419
$6.7M 0.02%
112,411
-13,858
420
$6.59M 0.02%
90,496
-4,102
421
$6.56M 0.02%
20,547
+33
422
$6.55M 0.02%
70,322
+530
423
$6.54M 0.02%
200,168
+28,052
424
$6.54M 0.02%
41,310
+34,833
425
$6.41M 0.02%
39,729
-103,717
15 16
17
18 19