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
426
$6.39M 0.02%
23,740
-865
427
$6.37M 0.02%
67,009
+6,943
428
$6.36M 0.02%
62,028
+4,817
429
$6.32M 0.02%
30,991
+1,755
430
$6.32M 0.02%
38,358
-1,470
431
$6.31M 0.02%
145,285
+3,335
432
$6.3M 0.02%
61,328
+24,788
433
$6.24M 0.02%
33,007
+155
434
$6.2M 0.02%
194,868
-12,556
435
$6.2M 0.02%
232,705
-510
436
$6.17M 0.02%
50,975
+1,180
437
$6.14M 0.02%
96,402
+19,866
438
$6.13M 0.02%
84,189
+8,288
439
$6.09M 0.02%
9,202
+2,575
440
$6.01M 0.02%
35,355
+8,995
441
$5.92M 0.02%
142,160
+3,159
442
$5.9M 0.02%
57,970
+4,963
443
$5.89M 0.02%
128,191
-4,200
444
$5.87M 0.02%
58,960
+41,266
445
$5.86M 0.02%
59,272
+1,861
446
$5.84M 0.02%
39,985
+2,811
447
$5.8M 0.02%
15,941
+3,486
448
$5.77M 0.02%
730,821
+640,821
449
$5.76M 0.02%
107,202
-8,286
450
$5.65M 0.02%
111,030
-1,164
16 17
18
19 20