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
601
$4.91M 0.01%
79,228
+3,956
602
$4.91M 0.01%
317,345
-5,662
603
$4.84M 0.01%
48,074
+7,400
604
$4.83M 0.01%
32,526
+3,303
605
$4.82M 0.01%
+114,236
606
$4.78M 0.01%
111,934
-637
607
$4.77M 0.01%
127,757
608
$4.76M 0.01%
28,951
+1,513
609
$4.71M 0.01%
99,915
-976
610
$4.65M 0.01%
53,919
+9,112
611
$4.63M 0.01%
42,270
+27,304
612
$4.62M 0.01%
10,751
+13
613
$4.6M 0.01%
165,106
+10,756
614
$4.56M 0.01%
33,248
+1,484
615
$4.55M 0.01%
172,113
+114,895
616
$4.53M 0.01%
19,275
-311
617
$4.51M 0.01%
115,847
+4,900
618
$4.5M 0.01%
55,010
+4,500
619
$4.49M 0.01%
93,899
+8,181
620
$4.48M 0.01%
50,520
-135,988
621
$4.43M 0.01%
46,380
+3,651
622
$4.41M 0.01%
10,388
+856
623
$4.35M 0.01%
113,957
+102,195
624
$4.34M 0.01%
61,553
+383
625
$4.33M 0.01%
60,015
+1,943
23 24
25
26 27