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
651
$4.01M 0.01%
106,452
-464
652
$4M 0.01%
51,098
+35,396
653
$4M 0.01%
14,979
+1,614
654
$3.99M 0.01%
35,784
+1,201
655
$3.95M 0.01%
33,308
+2,673
656
$3.94M 0.01%
62,361
+4,290
657
$3.91M 0.01%
55,895
+2,706
658
$3.91M 0.01%
14,733
-1,055
659
$3.88M 0.01%
40,659
+907
660
$3.87M 0.01%
37,693
-3,265
661
$3.87M 0.01%
121,404
+14,942
662
$3.82M 0.01%
46,373
+7,026
663
$3.82M 0.01%
76,281
+4,089
664
$3.81M 0.01%
30,105
+1,677
665
$3.8M 0.01%
71,141
+5,549
666
$3.8M 0.01%
58,506
-56,828
667
$3.77M 0.01%
186,390
+128,988
668
$3.76M 0.01%
68,743
+9,314
669
$3.75M 0.01%
24,423
-3,054
670
$3.75M 0.01%
54,382
+834
671
$3.75M 0.01%
27,275
+6,760
672
$3.75M 0.01%
89,744
+17,985
673
$3.74M 0.01%
292,375
-1,764
674
$3.73M 0.01%
127,578
+330
675
$3.68M 0.01%
297,158
+107,930
25 26
27
28 29