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
451
$8.99M 0.02%
153,321
+18,877
452
$8.97M 0.02%
73,693
+6,698
453
$8.92M 0.02%
235,501
-3,158
454
$8.88M 0.02%
32,515
+15,869
455
$8.87M 0.02%
127,348
-10,553
456
$8.82M 0.02%
156,725
-23,208
457
$8.79M 0.02%
41,405
+18,573
458
$8.78M 0.02%
39,841
+2,087
459
$8.71M 0.02%
15,277
+1,308
460
$8.67M 0.02%
105,354
+3,641
461
$8.66M 0.02%
11,903
+236
462
$8.65M 0.02%
68,621
-968
463
$8.55M 0.02%
117,137
+4,579
464
$8.32M 0.02%
65,379
+24,485
465
$8.31M 0.02%
70,167
+3,765
466
$8.28M 0.02%
60,524
+5,768
467
$8.2M 0.02%
370,935
+60,125
468
$8.14M 0.02%
39,849
-94
469
$8.07M 0.02%
169,648
+5,381
470
$8.07M 0.02%
71,374
+4,697
471
$8.04M 0.02%
44,105
+897
472
$8.04M 0.02%
203,483
+28,562
473
$8.03M 0.02%
154,397
+14,406
474
$8.03M 0.02%
383,598
+1,061
475
$8.02M 0.02%
250,535
+25,135
17 18
19
20 21