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
726
$3.1M 0.01%
61,602
-1,524
727
$3.09M 0.01%
15,003
+960
728
$3.06M 0.01%
3,633
+84
729
$3.06M 0.01%
9,265
+895
730
$3.06M 0.01%
91,103
-52,458
731
$3.06M 0.01%
54,648
-5,809
732
$3.05M 0.01%
35,632
+14,404
733
$3.05M 0.01%
12,028
+9,382
734
$3.04M 0.01%
17,969
+362
735
$3.04M 0.01%
26,828
-367
736
$3.01M 0.01%
45,508
-1,579
737
$3M 0.01%
19,900
+1,437
738
$3M 0.01%
21,352
+2,403
739
$3M 0.01%
42,668
-1,109
740
$2.99M 0.01%
40,146
-6,130
741
$2.98M 0.01%
38,491
+430
742
$2.97M 0.01%
21,167
+9,889
743
$2.96M 0.01%
32,190
+3,639
744
$2.95M 0.01%
72,318
+1,472
745
$2.94M 0.01%
24,520
+4,007
746
$2.94M 0.01%
37,623
+13,233
747
$2.94M 0.01%
19,904
+488
748
$2.94M 0.01%
19,432
+442
749
$2.93M 0.01%
209,968
+120,831
750
$2.92M 0.01%
58,304
-866
28 29
30
31 32