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
626
$2.82M 0.01%
16,299
+7,374
627
$2.81M 0.01%
202,618
-47,855
628
$2.81M 0.01%
16,508
+2,486
629
$2.77M 0.01%
50,712
+7,836
630
$2.75M 0.01%
13,484
-11,680
631
$2.75M 0.01%
18,138
-89
632
$2.75M 0.01%
63,676
-952
633
$2.72M 0.01%
19,387
+1,917
634
$2.7M 0.01%
24,023
-675
635
$2.69M 0.01%
27,240
-8,740
636
$2.66M 0.01%
35,784
-249
637
$2.66M 0.01%
29,421
+13,716
638
$2.65M 0.01%
169,626
+17,964
639
$2.6M 0.01%
81,594
+54,020
640
$2.6M 0.01%
19,283
+2,540
641
$2.6M 0.01%
49,550
-250
642
$2.6M 0.01%
525,525
+180,309
643
$2.58M 0.01%
41,258
-6,103
644
$2.57M 0.01%
60,076
-3,817
645
$2.57M 0.01%
189,521
+11,654
646
$2.56M 0.01%
39,763
+18,321
647
$2.55M 0.01%
14,262
+4,512
648
$2.55M 0.01%
18,496
-4,281
649
$2.54M 0.01%
66,236
-1,739
650
$2.53M 0.01%
76,475
-738
24 25
26
27 28