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
451
$5.64M 0.02%
80,657
-5,649
452
$5.64M 0.02%
333,934
-11,872
453
$5.62M 0.02%
32,107
+6,173
454
$5.57M 0.02%
31,995
+1,072
455
$5.52M 0.02%
183,258
+6,400
456
$5.51M 0.02%
42,430
-2,208
457
$5.49M 0.02%
196,905
+51,130
458
$5.47M 0.02%
109,645
+5,427
459
$5.4M 0.02%
63,480
-2,596
460
$5.38M 0.02%
115,486
+47,632
461
$5.37M 0.02%
251,376
-6,180
462
$5.31M 0.02%
75,714
+11,163
463
$5.27M 0.02%
215,722
+8,376
464
$5.26M 0.02%
31,885
+16,697
465
$5.24M 0.02%
47,757
+1,476
466
$5.22M 0.02%
123,820
-4,124
467
$5.18M 0.02%
60,454
-2,897
468
$5.16M 0.02%
20,867
-178
469
$5.16M 0.02%
57,601
+4,636
470
$5.16M 0.02%
251,373
-8,004
471
$5.16M 0.02%
32,839
+2,448
472
$5.14M 0.02%
51,302
+995
473
$5.14M 0.02%
106,463
+36,356
474
$5.13M 0.02%
110,140
-11,392
475
$5.11M 0.02%
80,340
+35,105
17 18
19
20 21