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
26
$274M 0.67%
1,076,158
+51,130
27
$269M 0.66%
1,176,721
+45,999
28
$268M 0.66%
2,137,735
+107,810
29
$267M 0.65%
984,905
+104,345
30
$265M 0.65%
5,243,563
+445,722
31
$252M 0.62%
3,406,275
+170,112
32
$241M 0.59%
2,373,725
+109,051
33
$238M 0.58%
4,763,346
+335,539
34
$237M 0.58%
5,498,724
+33,920
35
$234M 0.57%
1,446,343
+875
36
$228M 0.56%
1,632,207
+267,018
37
$228M 0.56%
1,073,061
+87,078
38
$228M 0.56%
1,512,896
+44,449
39
$222M 0.54%
2,012,496
+96,877
40
$218M 0.53%
381,379
+38,973
41
$216M 0.53%
799,737
-2,488
42
$211M 0.52%
3,466,763
+257,488
43
$207M 0.51%
1,388,061
+192,370
44
$205M 0.5%
1,902,437
+98,204
45
$200M 0.49%
1,718,317
-78,435
46
$196M 0.48%
3,608,641
-93,500
47
$192M 0.47%
552,969
+60,167
48
$188M 0.46%
586,584
-45,935
49
$186M 0.45%
966,479
+198,442
50
$183M 0.45%
671,659
-2,548
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