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
676
$2.36M 0.01%
126,548
+16,736
677
$2.35M 0.01%
44,346
+457
678
$2.3M 0.01%
162,691
+69,071
679
$2.29M 0.01%
13,080
-1,413
680
$2.29M 0.01%
50,176
+18,810
681
$2.27M 0.01%
11,865
+4,870
682
$2.27M 0.01%
127,918
-3,882
683
$2.27M 0.01%
33,219
-215,137
684
$2.26M 0.01%
49,170
+8,920
685
$2.25M 0.01%
41,442
-9,732
686
$2.24M 0.01%
50,340
-2,161
687
$2.24M 0.01%
20,723
-297
688
$2.22M 0.01%
11,151
+318
689
$2.22M 0.01%
30,337
-538
690
$2.22M 0.01%
23,022
-12,526
691
$2.22M 0.01%
17,032
+1,284
692
$2.21M 0.01%
26,350
+15,290
693
$2.2M 0.01%
10,173
-3,413
694
$2.19M 0.01%
52,876
-6,337
695
$2.18M 0.01%
65,872
-2,082
696
$2.18M 0.01%
20,778
-9,463
697
$2.18M 0.01%
3,793
+258
698
$2.18M 0.01%
5,494
+139
699
$2.18M 0.01%
22,271
-424
700
$2.18M 0.01%
124,920
+4,715
26 27
28
29 30