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
751
$1.88M 0.01%
13,614
-479
752
$1.88M 0.01%
13,794
+513
753
$1.88M 0.01%
44,932
-1,392
754
$1.87M 0.01%
72,533
-5,575
755
$1.87M 0.01%
125,819
+2,141
756
$1.87M 0.01%
19,200
+831
757
$1.86M 0.01%
34,480
+3,086
758
$1.86M 0.01%
4,678
-3
759
$1.86M 0.01%
72,873
+51,286
760
$1.86M 0.01%
45,763
+4,810
761
$1.86M 0.01%
15,676
+2,362
762
$1.85M 0.01%
23,551
-230
763
$1.85M 0.01%
29,063
+3,168
764
$1.85M 0.01%
20,380
+1,401
765
$1.85M 0.01%
61,616
766
$1.84M 0.01%
8,022
+134
767
$1.84M 0.01%
26,566
+8,949
768
$1.83M 0.01%
102,874
-17,287
769
$1.83M 0.01%
9,168
+1,135
770
$1.83M 0.01%
53,563
-7,769
771
$1.81M 0.01%
38,625
+12,750
772
$1.81M 0.01%
122,975
+11,312
773
$1.81M 0.01%
1,810
-16
774
$1.81M 0.01%
8,552
+143
775
$1.8M 0.01%
89,732
+5,332
29 30
31
32 33