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
476
$5.09M 0.02%
22,186
+2,190
477
$5.09M 0.02%
66,835
+18,069
478
$5.08M 0.02%
242,432
+28,065
479
$5.08M 0.02%
44,209
+3,281
480
$5.08M 0.02%
52,400
+11,469
481
$5.08M 0.02%
81,952
+4,188
482
$5.05M 0.02%
20,149
+886
483
$5.05M 0.02%
101,094
+4,873
484
$5.04M 0.02%
109,024
+28,762
485
$5M 0.02%
117,919
-16,629
486
$5M 0.02%
2,245
-465
487
$4.93M 0.02%
41,006
+2,277
488
$4.91M 0.02%
84,240
+6,089
489
$4.87M 0.02%
67,620
+35,215
490
$4.87M 0.02%
66,907
+56,545
491
$4.84M 0.02%
86,767
+11,771
492
$4.81M 0.02%
170,445
+63,972
493
$4.79M 0.02%
120,117
-10,480
494
$4.78M 0.02%
155,976
+11,276
495
$4.72M 0.02%
112,029
-13,659
496
$4.71M 0.02%
64,172
+58,191
497
$4.71M 0.02%
74,395
-48,970
498
$4.69M 0.02%
58,446
+3,670
499
$4.69M 0.02%
290,749
-8,619
500
$4.68M 0.02%
57,559
+15,025
18 19
20
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