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
676
$3.67M 0.01%
283,473
+102
677
$3.65M 0.01%
37,724
-4,791
678
$3.61M 0.01%
+142,841
679
$3.6M 0.01%
111,198
+350
680
$3.6M 0.01%
29,292
+4,709
681
$3.59M 0.01%
187,603
682
$3.57M 0.01%
148,002
+9,364
683
$3.56M 0.01%
73,344
-3,395
684
$3.54M 0.01%
195,371
+10,171
685
$3.54M 0.01%
9,976
+389
686
$3.54M 0.01%
40,166
-83,857
687
$3.54M 0.01%
58,935
+15,975
688
$3.5M 0.01%
37,946
+1,692
689
$3.49M 0.01%
23,171
+2,346
690
$3.49M 0.01%
59,656
+2,691
691
$3.48M 0.01%
225,452
+98,249
692
$3.47M 0.01%
86,864
-20,925
693
$3.46M 0.01%
103,815
-1,126
694
$3.44M 0.01%
52,473
-814
695
$3.42M 0.01%
21,487
+4,220
696
$3.42M 0.01%
57,054
+9,486
697
$3.42M 0.01%
71,418
+11,762
698
$3.41M 0.01%
37,911
+2,002
699
$3.4M 0.01%
84,107
+8,359
700
$3.4M 0.01%
114,851
-1,991
26 27
28
29 30