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
601
$3.14M 0.01%
90,554
-34,896
602
$3.13M 0.01%
37,574
+3,533
603
$3.13M 0.01%
77,821
+22,585
604
$3.12M 0.01%
44,566
-2,933
605
$3.11M 0.01%
8,212
+860
606
$3.11M 0.01%
13,519
+1,847
607
$3.1M 0.01%
42,818
+6,747
608
$3.09M 0.01%
18,410
+6,724
609
$3.07M 0.01%
72,411
-14,427
610
$3.06M 0.01%
130,167
+104,667
611
$3.04M 0.01%
22,276
+14,965
612
$3.02M 0.01%
110,240
+359
613
$3.01M 0.01%
16,669
+1,287
614
$3.01M 0.01%
27,526
+15,188
615
$3M 0.01%
49,292
+13,882
616
$3M 0.01%
24,237
+4,565
617
$2.97M 0.01%
85,100
618
$2.94M 0.01%
34,160
+15,023
619
$2.94M 0.01%
48,728
-1,096
620
$2.9M 0.01%
85,254
-18,327
621
$2.87M 0.01%
52,949
+46,199
622
$2.85M 0.01%
+121,148
623
$2.84M 0.01%
18,995
-958
624
$2.83M 0.01%
47,178
-1,945
625
$2.82M 0.01%
42,214
+3,569
23 24
25
26 27