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
501
$7.31M 0.02%
308,935
+37,960
502
$7.28M 0.02%
115,031
-7,775
503
$7.24M 0.02%
92,645
+1,540
504
$7.23M 0.02%
69,613
-696
505
$7.17M 0.02%
6,001
+715
506
$7.16M 0.02%
90,555
+20,235
507
$7.13M 0.02%
101,754
-227,402
508
$7.1M 0.02%
69,326
-1,152
509
$7.08M 0.02%
24,085
+2,794
510
$7.03M 0.02%
324,888
+50,958
511
$7.02M 0.02%
27,469
+1,125
512
$7M 0.02%
428,882
-1,741
513
$7M 0.02%
101,553
-23,836
514
$7M 0.02%
157,486
+18,696
515
$6.99M 0.02%
164,069
-144,132
516
$6.96M 0.02%
34,796
+2,168
517
$6.93M 0.02%
+22,990
518
$6.9M 0.02%
158,113
+19,216
519
$6.87M 0.02%
39,120
+1,794
520
$6.87M 0.02%
179,379
+101,312
521
$6.8M 0.02%
93,852
-114,820
522
$6.68M 0.02%
164,272
-20,810
523
$6.67M 0.02%
58,644
+7,054
524
$6.62M 0.02%
81,439
-24
525
$6.61M 0.02%
43,648
+2,680
19 20
21
22 23