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
551
$3.92M 0.01%
233,319
-7,410
552
$3.9M 0.01%
178,532
+27,661
553
$3.85M 0.01%
207,015
+16,904
554
$3.85M 0.01%
40,206
+14,330
555
$3.83M 0.01%
26,581
-5,151
556
$3.82M 0.01%
18,748
+4,074
557
$3.81M 0.01%
61,345
+1,070
558
$3.81M 0.01%
148,425
+2,498
559
$3.79M 0.01%
75,417
+2,504
560
$3.79M 0.01%
43,763
+516
561
$3.79M 0.01%
88,624
+7,917
562
$3.77M 0.01%
18,161
+1,745
563
$3.75M 0.01%
24,460
-155
564
$3.74M 0.01%
64,460
+2,250
565
$3.71M 0.01%
56,192
+470
566
$3.71M 0.01%
64,428
-1,866
567
$3.68M 0.01%
20,529
+637
568
$3.66M 0.01%
+18,768
569
$3.61M 0.01%
57,910
-54,145
570
$3.56M 0.01%
185,218
+156,782
571
$3.56M 0.01%
+101,819
572
$3.5M 0.01%
16,810
-1,022
573
$3.5M 0.01%
76,580
-1,295
574
$3.48M 0.01%
36,394
-1,492
575
$3.47M 0.01%
41,730
+597
21 22
23
24 25