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
401
$11.6M 0.03%
149,010
-354,621
402
$11.3M 0.03%
374,273
+107,519
403
$11.2M 0.03%
163,186
+64,651
404
$11.1M 0.03%
28,386
+16,980
405
$11.1M 0.03%
209,097
+5,567
406
$11.1M 0.03%
89,360
+13,875
407
$11M 0.03%
55,147
+959
408
$10.9M 0.03%
16,118
+7,608
409
$10.8M 0.03%
559,268
+103,526
410
$10.8M 0.03%
80,837
+1,746
411
$10.8M 0.03%
130,202
+2,439
412
$10.8M 0.03%
124,925
+7,923
413
$10.6M 0.03%
220,353
+17,598
414
$10.6M 0.03%
334,165
+100,595
415
$10.5M 0.03%
168,874
-62,651
416
$10.5M 0.03%
173,559
-3,348
417
$10.4M 0.03%
71,884
+830
418
$10.4M 0.03%
85,081
+5,927
419
$10.2M 0.03%
112,794
+2,077
420
$10.2M 0.02%
83,395
+133
421
$10.1M 0.02%
193,911
+84,847
422
$10M 0.02%
290,862
+18,013
423
$10M 0.02%
97,054
+3,219
424
$9.96M 0.02%
57,716
+1,139
425
$9.93M 0.02%
117,240
-12
15 16
17
18 19