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
426
$9.82M 0.02%
58,761
+1,401
427
$9.74M 0.02%
29,057
+1,543
428
$9.72M 0.02%
291,719
+14,451
429
$9.69M 0.02%
46,197
+1,082
430
$9.6M 0.02%
103,662
+7,207
431
$9.59M 0.02%
55,514
+4,561
432
$9.57M 0.02%
40,339
+9,124
433
$9.56M 0.02%
94,987
+16,900
434
$9.53M 0.02%
109,464
+9,827
435
$9.47M 0.02%
256,093
+13,782
436
$9.44M 0.02%
79,239
+3,557
437
$9.43M 0.02%
138,440
+2,645
438
$9.35M 0.02%
18,867
-14,728
439
$9.35M 0.02%
660,234
+279,212
440
$9.29M 0.02%
181,555
+1,315
441
$9.26M 0.02%
115,816
+31,585
442
$9.16M 0.02%
84,149
-1,509
443
$9.15M 0.02%
250,004
+12,042
444
$9.14M 0.02%
118,607
+33
445
$9.14M 0.02%
189,701
+10,869
446
$9.08M 0.02%
305,450
+7,253
447
$9.07M 0.02%
110,436
+4,322
448
$9.05M 0.02%
31,307
+15,357
449
$9.03M 0.02%
48,060
+3,452
450
$9.02M 0.02%
175,320
+34,529
16 17
18
19 20