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
26
$206M 0.67%
1,306,734
+64,120
27
$206M 0.67%
1,477,690
+13,491
28
$201M 0.65%
1,321,714
+140,624
29
$200M 0.65%
569,508
-20,885
30
$196M 0.64%
3,069,716
+422,700
31
$192M 0.62%
5,226,020
+382,102
32
$192M 0.62%
1,085,601
+108,974
33
$192M 0.62%
1,922,942
-15,609
34
$189M 0.61%
1,766,286
+132,008
35
$188M 0.61%
885,179
+41,346
36
$187M 0.61%
714,885
+22,506
37
$183M 0.59%
3,882,181
+327,188
38
$181M 0.59%
3,610,133
+307,964
39
$173M 0.56%
1,960,620
+26,624
40
$170M 0.55%
1,589,987
+263,908
41
$167M 0.54%
3,736,541
-194,143
42
$166M 0.54%
441,449
-56,122
43
$165M 0.53%
835,680
+34,213
44
$163M 0.53%
701,112
+16,340
45
$162M 0.52%
2,094,889
+226,793
46
$159M 0.52%
448,226
+26,627
47
$159M 0.52%
341,403
+22,597
48
$157M 0.51%
440,404
+34,964
49
$146M 0.47%
4,824,006
+251,183
50
$145M 0.47%
630,911
+39,485
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