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
501
$4.67M 0.02%
+249,069
502
$4.67M 0.02%
16,080
+2,729
503
$4.65M 0.02%
50,264
+6,756
504
$4.62M 0.02%
77,028
+12,999
505
$4.58M 0.01%
313,005
+46,018
506
$4.58M 0.01%
76,360
+24,544
507
$4.55M 0.01%
75,526
+6,322
508
$4.53M 0.01%
191,644
+27,914
509
$4.51M 0.01%
94,124
-179
510
$4.48M 0.01%
38,315
-1,127
511
$4.47M 0.01%
171,844
+20,934
512
$4.45M 0.01%
32,410
+330
513
$4.44M 0.01%
293,028
+17,058
514
$4.44M 0.01%
75,540
+6,384
515
$4.43M 0.01%
72,197
+6,791
516
$4.42M 0.01%
174,500
+20,510
517
$4.38M 0.01%
106,163
-1,796
518
$4.36M 0.01%
115,153
-224,993
519
$4.35M 0.01%
103,812
+5,251
520
$4.34M 0.01%
37,061
+16,543
521
$4.32M 0.01%
120,587
+8,046
522
$4.32M 0.01%
109,179
-24,597
523
$4.32M 0.01%
15,046
+1,981
524
$4.31M 0.01%
14,146
-229
525
$4.3M 0.01%
35,399
+2,967
19 20
21
22 23