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
51
$183M 0.45%
3,110,245
+215,443
52
$181M 0.44%
547,266
+26,934
53
$178M 0.43%
1,223,541
+139,425
54
$178M 0.43%
2,277,587
+125,527
55
$176M 0.43%
1,804,838
+399,341
56
$176M 0.43%
508,636
+37,256
57
$175M 0.43%
1,548,887
+83,490
58
$175M 0.43%
787,213
+83,005
59
$164M 0.4%
1,603,116
+240,405
60
$160M 0.39%
357,130
-14,641
61
$158M 0.39%
1,832,958
+73,770
62
$157M 0.38%
1,651,964
-65,252
63
$154M 0.38%
529,414
+42,804
64
$152M 0.37%
1,211,029
+55,248
65
$145M 0.35%
2,345,570
+202,485
66
$144M 0.35%
2,049,553
+201,831
67
$141M 0.34%
226,448
+92,858
68
$140M 0.34%
1,784,902
-163,856
69
$140M 0.34%
807,327
+40,559
70
$139M 0.34%
1,178,745
-33,517
71
$135M 0.33%
217,580
+5,991
72
$134M 0.33%
1,779,959
+91,445
73
$133M 0.33%
768,357
+31,564
74
$133M 0.33%
2,375,749
+22,461
75
$132M 0.32%
556,770
+70,487
1 2
3
4 5