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
726
$1.99M 0.01%
16,705
-3,057
727
$1.99M 0.01%
109,600
+62,672
728
$1.98M 0.01%
56,279
+6,579
729
$1.98M 0.01%
30,869
-10
730
$1.97M 0.01%
27,376
-4,114
731
$1.97M 0.01%
21,960
+374
732
$1.97M 0.01%
363,429
-27,775
733
$1.96M 0.01%
28,800
+1,644
734
$1.96M 0.01%
+105,795
735
$1.95M 0.01%
56,268
+2,807
736
$1.94M 0.01%
19,703
+14,604
737
$1.93M 0.01%
19,810
-24
738
$1.93M 0.01%
18,486
-107
739
$1.92M 0.01%
30,048
+10,400
740
$1.91M 0.01%
33,438
+2,981
741
$1.91M 0.01%
25,174
742
$1.91M 0.01%
48,975
+5,726
743
$1.9M 0.01%
14,741
+4,090
744
$1.9M 0.01%
7,325
+3,835
745
$1.9M 0.01%
56,471
-3,691
746
$1.9M 0.01%
76,931
-3,510
747
$1.9M 0.01%
28,297
+2,171
748
$1.89M 0.01%
110,339
+10,648
749
$1.89M 0.01%
7,231
+416
750
$1.89M 0.01%
19,200
28 29
30
31 32