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
776
$2.73M 0.01%
99,104
-4,598
777
$2.72M 0.01%
56,583
-122
778
$2.71M 0.01%
13,699
779
$2.71M 0.01%
24,102
+4,802
780
$2.69M 0.01%
30,768
+1,104
781
$2.69M 0.01%
23,953
+1,309
782
$2.67M 0.01%
33,302
+479
783
$2.65M 0.01%
45,289
+8,863
784
$2.65M 0.01%
22,110
+3,705
785
$2.65M 0.01%
16,151
+449
786
$2.65M 0.01%
135,152
-17,743
787
$2.64M 0.01%
34,971
-1,708
788
$2.63M 0.01%
71,998
-79,782
789
$2.62M 0.01%
12,656
+3,799
790
$2.62M 0.01%
49,502
+2,514
791
$2.62M 0.01%
46,414
-1,832
792
$2.61M 0.01%
36,603
+13,671
793
$2.61M 0.01%
37,572
-40,823
794
$2.6M 0.01%
47,518
+10,519
795
$2.58M 0.01%
81,868
+50
796
$2.58M 0.01%
16,344
+134
797
$2.57M 0.01%
35,894
+4,971
798
$2.56M 0.01%
10,338
-15,265
799
$2.56M 0.01%
18,023
-29
800
$2.56M 0.01%
15,151
+7,080
30 31
32
33 34