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
526
$4.29M 0.01%
80,670
+61,936
527
$4.29M 0.01%
35,424
+4,273
528
$4.29M 0.01%
34,436
+12,005
529
$4.27M 0.01%
55,635
+19,226
530
$4.25M 0.01%
58,652
+3,310
531
$4.24M 0.01%
53,888
+11,528
532
$4.23M 0.01%
120,965
+11,450
533
$4.22M 0.01%
16,878
-40,874
534
$4.19M 0.01%
86,319
-2,246
535
$4.11M 0.01%
121,756
+321
536
$4.08M 0.01%
109,892
-7,584
537
$4.08M 0.01%
183,677
-2,518
538
$4.07M 0.01%
61,429
+7,084
539
$4.05M 0.01%
80,943
-14,859
540
$4.04M 0.01%
42,641
+37,689
541
$4.04M 0.01%
34,117
-2,676
542
$4.02M 0.01%
650,085
-120,548
543
$4.02M 0.01%
73,146
+8,253
544
$4.02M 0.01%
106,834
+97,582
545
$3.99M 0.01%
85,784
+6,799
546
$3.98M 0.01%
40,874
+464
547
$3.97M 0.01%
26,679
-1,560
548
$3.97M 0.01%
15,612
+2,336
549
$3.96M 0.01%
31,687
+13,129
550
$3.92M 0.01%
139,091
-14,114
20 21
22
23 24