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
526
$6.56M 0.02%
60,872
-58,713
527
$6.56M 0.02%
18,219
+1,713
528
$6.54M 0.02%
35,808
+183
529
$6.52M 0.02%
18,064
+999
530
$6.52M 0.02%
112,735
+42,872
531
$6.48M 0.02%
24,714
+20,383
532
$6.46M 0.02%
250,502
+3,472
533
$6.42M 0.02%
111,612
+8,192
534
$6.41M 0.02%
90,915
+3,046
535
$6.37M 0.02%
156,240
-35,835
536
$6.36M 0.02%
53,343
+23,724
537
$6.33M 0.02%
69,147
+8,002
538
$6.32M 0.02%
175,603
-7,030
539
$6.27M 0.02%
395,002
+170,844
540
$6.27M 0.02%
147,147
+10,563
541
$6.24M 0.02%
161,667
542
$6.2M 0.02%
210,556
-9,512
543
$6.18M 0.02%
103,340
+16,407
544
$6.16M 0.02%
31,443
-2,996
545
$6.16M 0.02%
43,726
+2,071
546
$6.1M 0.01%
104,485
+79,585
547
$6.08M 0.01%
10,054
+343
548
$6.07M 0.01%
650,425
549
$6.06M 0.01%
210,340
+7,470
550
$6.02M 0.01%
61,232
+8,050
20 21
22
23 24