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
751
$2.91M 0.01%
97,535
+19,490
752
$2.91M 0.01%
49,550
753
$2.91M 0.01%
24,343
+2,460
754
$2.9M 0.01%
17,417
+363
755
$2.9M 0.01%
20,881
+7,318
756
$2.87M 0.01%
1,689
+193
757
$2.86M 0.01%
102,199
+5,099
758
$2.86M 0.01%
32,394
-2,121
759
$2.85M 0.01%
213,526
+2,329
760
$2.84M 0.01%
62,349
+8,021
761
$2.84M 0.01%
138,223
-1,368
762
$2.83M 0.01%
6,525
+2,261
763
$2.83M 0.01%
39,722
+19
764
$2.8M 0.01%
18,024
+2,612
765
$2.78M 0.01%
18,384
+2,991
766
$2.78M 0.01%
53,375
+5,035
767
$2.77M 0.01%
50,230
+2,407
768
$2.77M 0.01%
25,409
+225
769
$2.75M 0.01%
52,759
-2,816
770
$2.75M 0.01%
20,653
-7,222
771
$2.75M 0.01%
28,070
+3,488
772
$2.74M 0.01%
19,683
+182
773
$2.73M 0.01%
49,545
+8,685
774
$2.73M 0.01%
39,143
+5,594
775
$2.73M 0.01%
10,433
+2,550
29 30
31
32 33