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
826
$1.61M 0.01%
56,196
-3,779
827
$1.61M 0.01%
15,422
+4,799
828
$1.61M 0.01%
14,081
+3,901
829
$1.61M 0.01%
63,057
-3,663
830
$1.61M 0.01%
90,243
-5,731
831
$1.6M 0.01%
19,217
+795
832
$1.59M 0.01%
15,945
+169
833
$1.59M 0.01%
129,463
+8,948
834
$1.59M 0.01%
22,648
835
$1.58M 0.01%
43,301
-31,471
836
$1.58M 0.01%
91,395
-82,216
837
$1.58M 0.01%
23,515
+694
838
$1.58M 0.01%
127,684
-214
839
$1.57M 0.01%
13,832
+930
840
$1.57M 0.01%
19,824
+11,600
841
$1.56M 0.01%
18,183
+2,723
842
$1.56M 0.01%
30,501
+2,323
843
$1.55M 0.01%
50,698
+6,656
844
$1.55M 0.01%
11,719
+69
845
$1.55M 0.01%
44,059
-13,848
846
$1.53M 0.01%
4,180
+2,818
847
$1.52M ﹤0.01%
59,468
+3,450
848
$1.52M ﹤0.01%
44,887
+4,098
849
$1.51M ﹤0.01%
24,090
-18,006
850
$1.51M ﹤0.01%
8,493
-5,691
32 33
34
35 36