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
551
$5.98M 0.01%
35,741
+32,043
552
$5.97M 0.01%
214,226
+32,041
553
$5.94M 0.01%
223,717
-15,354
554
$5.91M 0.01%
56,733
+4,472
555
$5.91M 0.01%
170,436
-7,956
556
$5.91M 0.01%
66,350
+26
557
$5.85M 0.01%
18,294
+915
558
$5.81M 0.01%
279,828
+28,767
559
$5.79M 0.01%
90,724
-1,400
560
$5.66M 0.01%
122,595
+95,324
561
$5.61M 0.01%
94,100
-1,904
562
$5.59M 0.01%
117,617
+3,716
563
$5.58M 0.01%
74,618
+8,971
564
$5.57M 0.01%
107,518
+2,889
565
$5.57M 0.01%
61,042
-3,150
566
$5.57M 0.01%
73,110
-1,649
567
$5.53M 0.01%
266,778
+2,877
568
$5.53M 0.01%
36,610
+556
569
$5.53M 0.01%
54,876
-2,286
570
$5.51M 0.01%
45,882
-1,398
571
$5.47M 0.01%
36,742
+2,182
572
$5.47M 0.01%
79,599
-14
573
$5.46M 0.01%
72,445
+12,655
574
$5.43M 0.01%
178,063
+23,205
575
$5.41M 0.01%
45,308
-4,443
21 22
23
24 25