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
801
$1.7M 0.01%
78,694
-35
802
$1.7M 0.01%
64,442
+5,744
803
$1.7M 0.01%
32,590
-6,265
804
$1.69M 0.01%
19,920
-4,811
805
$1.69M 0.01%
6,366
+160
806
$1.69M 0.01%
89,695
+264
807
$1.68M 0.01%
244,335
+4,995
808
$1.67M 0.01%
4,068
+269
809
$1.67M 0.01%
123,000
810
$1.66M 0.01%
53,320
+1,975
811
$1.66M 0.01%
52,264
+1,267
812
$1.66M 0.01%
+26,400
813
$1.65M 0.01%
6,458
+1,660
814
$1.65M 0.01%
10,964
+413
815
$1.65M 0.01%
3,227
+700
816
$1.64M 0.01%
17,268
-27,579
817
$1.64M 0.01%
17,457
-8,573
818
$1.63M 0.01%
10,914
-100
819
$1.63M 0.01%
21,513
+428
820
$1.63M 0.01%
30,812
-479
821
$1.62M 0.01%
10,509
-70
822
$1.62M 0.01%
17,332
-449
823
$1.62M 0.01%
24,896
-1,576
824
$1.62M 0.01%
+40,375
825
$1.61M 0.01%
56,412
-935
31 32
33
34 35