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
651
$2.53M 0.01%
21,307
+3,020
652
$2.52M 0.01%
14,505
+10
653
$2.52M 0.01%
97,724
+26,257
654
$2.51M 0.01%
8,353
+6,558
655
$2.51M 0.01%
+36,804
656
$2.51M 0.01%
6,728
-1,012
657
$2.5M 0.01%
59,350
-11,902
658
$2.48M 0.01%
233,760
-11,403
659
$2.48M 0.01%
14,488
-3,346
660
$2.47M 0.01%
91,025
-642
661
$2.45M 0.01%
41,928
-52,104
662
$2.45M 0.01%
64,103
+2,127
663
$2.45M 0.01%
49,948
+1,912
664
$2.44M 0.01%
37,832
-20,419
665
$2.44M 0.01%
38,840
+148
666
$2.44M 0.01%
139,144
+7,318
667
$2.43M 0.01%
25,733
-883
668
$2.43M 0.01%
64,692
+2,342
669
$2.42M 0.01%
66,166
-2,905
670
$2.41M 0.01%
12,950
+5,121
671
$2.4M 0.01%
35,406
+831
672
$2.39M 0.01%
34,448
-4,244
673
$2.38M 0.01%
22,892
-27
674
$2.38M 0.01%
46,125
+4,254
675
$2.37M 0.01%
32,667
+27,276
25 26
27
28 29