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
576
$5.39M 0.01%
112,566
+4,912
577
$5.38M 0.01%
252,714
+11,281
578
$5.37M 0.01%
100,175
+39,605
579
$5.34M 0.01%
125,000
580
$5.33M 0.01%
98,906
+13,491
581
$5.3M 0.01%
112,658
+13,988
582
$5.29M 0.01%
64,145
+5,493
583
$5.28M 0.01%
65,667
+4,803
584
$5.26M 0.01%
212,639
+7,100
585
$5.2M 0.01%
542,439
+27,339
586
$5.19M 0.01%
21,670
+2,175
587
$5.18M 0.01%
25,425
+4,564
588
$5.16M 0.01%
61,415
-10,032
589
$5.15M 0.01%
142,131
-17,734
590
$5.12M 0.01%
140,172
-68,114
591
$5.07M 0.01%
41,083
-158
592
$5.06M 0.01%
48,033
+528
593
$5.04M 0.01%
80,334
+10,578
594
$5.01M 0.01%
79,905
+597
595
$5M 0.01%
17,657
+6,293
596
$4.99M 0.01%
27,851
+333
597
$4.98M 0.01%
133,726
-27,169
598
$4.98M 0.01%
18,682
-7,817
599
$4.95M 0.01%
29,796
+3,853
600
$4.92M 0.01%
+491,832
22 23
24
25 26