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
476
$7.99M 0.02%
133,002
+31,896
477
$7.99M 0.02%
145,464
+32,422
478
$7.97M 0.02%
57,193
+2,875
479
$7.93M 0.02%
390,295
+38,812
480
$7.79M 0.02%
16,994
-57,721
481
$7.77M 0.02%
19,004
+2,472
482
$7.7M 0.02%
39,104
+15,031
483
$7.66M 0.02%
213,430
-14,059
484
$7.64M 0.02%
123,726
+21,234
485
$7.63M 0.02%
77,489
-2,623
486
$7.6M 0.02%
26,366
+4,216
487
$7.56M 0.02%
43,659
+669
488
$7.54M 0.02%
114,658
+69,218
489
$7.54M 0.02%
107,308
-8,130
490
$7.53M 0.02%
94,086
+5,141
491
$7.52M 0.02%
434,490
+69,078
492
$7.51M 0.02%
60,568
+1,122
493
$7.43M 0.02%
23,717
+1,642
494
$7.43M 0.02%
190,911
+26,450
495
$7.41M 0.02%
73,176
+11,778
496
$7.38M 0.02%
23,165
+9,752
497
$7.36M 0.02%
64,427
+3,040
498
$7.34M 0.02%
90,425
+10,432
499
$7.32M 0.02%
21,492
+2,182
500
$7.32M 0.02%
100,952
+16,208
18 19
20
21 22