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
701
$2.16M 0.01%
44,947
+3,861
702
$2.15M 0.01%
44,994
+2,286
703
$2.15M 0.01%
46,303
+11,461
704
$2.15M 0.01%
30,870
-2,309
705
$2.15M 0.01%
13,490
-159
706
$2.14M 0.01%
55,734
-6,335
707
$2.14M 0.01%
25,801
+14,684
708
$2.14M 0.01%
53,455
+23,141
709
$2.13M 0.01%
57,243
-2,461
710
$2.13M 0.01%
41,186
+1,970
711
$2.13M 0.01%
33,973
+4,015
712
$2.12M 0.01%
16,768
+297
713
$2.11M 0.01%
163,311
+110,007
714
$2.08M 0.01%
13,986
+10,278
715
$2.08M 0.01%
7,334
+1,004
716
$2.08M 0.01%
37,431
+1,068
717
$2.06M 0.01%
32,728
+18,039
718
$2.06M 0.01%
41,925
-2,005
719
$2.06M 0.01%
34,347
+17,072
720
$2.05M 0.01%
60,644
+789
721
$2.04M 0.01%
41,629
-4,087
722
$2.04M 0.01%
35,984
-6,839
723
$2.01M 0.01%
22,244
-2,118
724
$2M 0.01%
37,199
-637
725
$2M 0.01%
37,288
-3,054
27 28
29
30 31