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
776
$1.8M 0.01%
39,456
+3,439
777
$1.8M 0.01%
41,518
+35,440
778
$1.79M 0.01%
6,332
-2,124
779
$1.78M 0.01%
53,081
-256
780
$1.78M 0.01%
+59,013
781
$1.78M 0.01%
22,183
+10,055
782
$1.78M 0.01%
19,434
+1,106
783
$1.78M 0.01%
67,798
+4,146
784
$1.77M 0.01%
20,401
+14,428
785
$1.77M 0.01%
42,321
+400
786
$1.77M 0.01%
52,545
-9,185
787
$1.76M 0.01%
47,359
+10,444
788
$1.76M 0.01%
386,225
+10,060
789
$1.74M 0.01%
13,047
+4,759
790
$1.74M 0.01%
40,105
+530
791
$1.73M 0.01%
30,671
-4,134
792
$1.73M 0.01%
31,514
-16,699
793
$1.73M 0.01%
70,242
-35,220
794
$1.73M 0.01%
+51,654
795
$1.73M 0.01%
5,322
+2,413
796
$1.72M 0.01%
12,609
+3,385
797
$1.72M 0.01%
37,920
-1,444
798
$1.71M 0.01%
19,649
+618
799
$1.71M 0.01%
22,622
-3,196
800
$1.71M 0.01%
10,798
-498
30 31
32
33 34