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
51
$144M 0.47%
647,674
+86,591
52
$143M 0.46%
1,012,676
+45,470
53
$142M 0.46%
1,686,682
-124,024
54
$141M 0.46%
556,119
+131,532
55
$140M 0.45%
1,919,629
+72,147
56
$135M 0.44%
1,234,463
+11,223
57
$132M 0.43%
485,592
+13,644
58
$132M 0.43%
1,126,410
+12,578
59
$130M 0.42%
1,659,589
+51,618
60
$128M 0.41%
2,178,403
+53,688
61
$121M 0.39%
2,303,023
+126,169
62
$118M 0.38%
1,819,463
+279,320
63
$117M 0.38%
1,635,392
+259,783
64
$115M 0.37%
2,310,948
-125,043
65
$115M 0.37%
1,260,504
+52,314
66
$113M 0.37%
582,584
+36,591
67
$113M 0.37%
710,872
+2,077
68
$111M 0.36%
222,101
-4,686
69
$109M 0.35%
681,755
+200
70
$109M 0.35%
1,278,901
+118,454
71
$107M 0.35%
651,872
+105,520
72
$106M 0.34%
1,808,294
+121,395
73
$101M 0.33%
656,893
+22,728
74
$99.6M 0.32%
443,571
-2,393
75
$99.2M 0.32%
230,151
+19,006
1 2
3
4 5