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
626
$4.32M 0.01%
77,785
+3,904
627
$4.32M 0.01%
89,507
+3,598
628
$4.31M 0.01%
17,841
+805
629
$4.31M 0.01%
262,836
+31
630
$4.26M 0.01%
85,832
-63,515
631
$4.25M 0.01%
85,251
-180
632
$4.24M 0.01%
41,626
+5,249
633
$4.24M 0.01%
64,078
-13,618
634
$4.23M 0.01%
76,514
+9,479
635
$4.23M 0.01%
119,858
+5,531
636
$4.22M 0.01%
15,613
+3,206
637
$4.21M 0.01%
67,932
-5,283
638
$4.21M 0.01%
97,227
+5,465
639
$4.17M 0.01%
39,591
-6,038
640
$4.16M 0.01%
40,606
+5,244
641
$4.14M 0.01%
34,196
+1,040
642
$4.14M 0.01%
227,848
+18,740
643
$4.13M 0.01%
34,150
+30,169
644
$4.12M 0.01%
213,655
+193,655
645
$4.1M 0.01%
179,740
+23,139
646
$4.09M 0.01%
43,195
-13,086
647
$4.08M 0.01%
17,581
-701
648
$4.07M 0.01%
51,514
+2,303
649
$4.04M 0.01%
46,376
+3,100
650
$4.03M 0.01%
16,068
+11,568
24 25
26
27 28