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
701
$3.39M 0.01%
514,525
+19,690
702
$3.38M 0.01%
438,746
+54,314
703
$3.37M 0.01%
28,174
-990
704
$3.37M 0.01%
73,333
+43,977
705
$3.36M 0.01%
63,779
-142
706
$3.35M 0.01%
49,437
-16,299
707
$3.35M 0.01%
33,357
-3,773
708
$3.35M 0.01%
25,025
+1,786
709
$3.31M 0.01%
6,829
+1,054
710
$3.31M 0.01%
160,960
+3,730
711
$3.29M 0.01%
+160,614
712
$3.27M 0.01%
119,438
-220
713
$3.26M 0.01%
19,585
-18
714
$3.26M 0.01%
+38,284
715
$3.24M 0.01%
499,264
+2,534
716
$3.22M 0.01%
56,107
+3,558
717
$3.21M 0.01%
+40,946
718
$3.2M 0.01%
99,896
+2,187
719
$3.2M 0.01%
15,296
+311
720
$3.19M 0.01%
48,024
+1,389
721
$3.16M 0.01%
37,285
-58,282
722
$3.13M 0.01%
204,966
+144,465
723
$3.13M 0.01%
24,453
+1,285
724
$3.11M 0.01%
43,832
+4,665
725
$3.11M 0.01%
49,178
-63,938
27 28
29
30 31