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
576
$3.46M 0.01%
+15,328
577
$3.44M 0.01%
39,364
+12,074
578
$3.42M 0.01%
74,307
-14,651
579
$3.42M 0.01%
19,540
+534
580
$3.4M 0.01%
84,781
-10,818
581
$3.4M 0.01%
90,580
+4,403
582
$3.35M 0.01%
42,164
+7,197
583
$3.35M 0.01%
30,441
+3,999
584
$3.35M 0.01%
41,094
+10,165
585
$3.34M 0.01%
158,694
+244
586
$3.31M 0.01%
81,557
-4,859
587
$3.31M 0.01%
13,509
-4,684
588
$3.31M 0.01%
78,933
+8,626
589
$3.29M 0.01%
8,403
+6,077
590
$3.27M 0.01%
117,149
+32,423
591
$3.25M 0.01%
31,999
+12,967
592
$3.25M 0.01%
35,276
+1,582
593
$3.24M 0.01%
90,832
-2,705
594
$3.2M 0.01%
+26,128
595
$3.2M 0.01%
65,128
+43,202
596
$3.18M 0.01%
157,280
+24,475
597
$3.18M 0.01%
25,865
+94
598
$3.17M 0.01%
67,433
-5,203
599
$3.16M 0.01%
13,316
+2,121
600
$3.16M 0.01%
62,838
+325
22 23
24
25 26