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
826
$2.43M 0.01%
146,400
+8,400
827
$2.42M 0.01%
9,362
+263
828
$2.4M 0.01%
42,766
-7,227
829
$2.4M 0.01%
21,167
+1,417
830
$2.4M 0.01%
35,323
+1,338
831
$2.39M 0.01%
29,205
+9,291
832
$2.39M 0.01%
53,944
+1,529
833
$2.38M 0.01%
43,063
-18
834
$2.37M 0.01%
53,282
+7,581
835
$2.37M 0.01%
37,663
+5,795
836
$2.35M 0.01%
68,924
+11,221
837
$2.35M 0.01%
14,382
+382
838
$2.34M 0.01%
53,575
+2,421
839
$2.33M 0.01%
15,612
+3,323
840
$2.33M 0.01%
80,705
+21,070
841
$2.29M 0.01%
20,501
-101,090
842
$2.29M 0.01%
46,910
-4,823
843
$2.28M 0.01%
84,214
+4,807
844
$2.28M 0.01%
28,148
-1,461
845
$2.27M 0.01%
31,535
+2,608
846
$2.26M 0.01%
56,553
+1,581
847
$2.26M 0.01%
32,448
+783
848
$2.26M 0.01%
21,730
+14,971
849
$2.26M 0.01%
19,110
+489
850
$2.26M 0.01%
35,020
-50
32 33
34
35 36