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
801
$2.55M 0.01%
+34,651
802
$2.55M 0.01%
35,984
-2,570
803
$2.55M 0.01%
66,905
+3,165
804
$2.54M 0.01%
66,662
+3,278
805
$2.53M 0.01%
12,639
+363
806
$2.53M 0.01%
17,404
-6,443
807
$2.53M 0.01%
142,180
+17,498
808
$2.53M 0.01%
25,957
+2,531
809
$2.52M 0.01%
49,174
-3,387
810
$2.52M 0.01%
54,858
+20,321
811
$2.52M 0.01%
22,287
+382
812
$2.5M 0.01%
17,072
+1,921
813
$2.5M 0.01%
19,984
+326
814
$2.49M 0.01%
49,170
815
$2.49M 0.01%
15,175
+211
816
$2.49M 0.01%
6,967
-12,619
817
$2.49M 0.01%
65,479
-371
818
$2.48M 0.01%
17,468
-59
819
$2.48M 0.01%
37,920
-1,610
820
$2.48M 0.01%
23,548
+2,123
821
$2.46M 0.01%
33,327
+1,551
822
$2.46M 0.01%
36,139
+1,744
823
$2.46M 0.01%
130,091
+2,348
824
$2.44M 0.01%
11,220
+1,646
825
$2.43M 0.01%
13,715
+186
31 32
33
34 35