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
851
$1.51M ﹤0.01%
34,415
+24,009
852
$1.5M ﹤0.01%
2,740
+74
853
$1.49M ﹤0.01%
8,300
+3,138
854
$1.49M ﹤0.01%
22,280
+2,063
855
$1.47M ﹤0.01%
10,938
+733
856
$1.47M ﹤0.01%
50,323
857
$1.46M ﹤0.01%
1,417
+124
858
$1.46M ﹤0.01%
21,764
+10,383
859
$1.46M ﹤0.01%
12,628
-2,838
860
$1.45M ﹤0.01%
21,168
+11,070
861
$1.45M ﹤0.01%
20,956
-3,998
862
$1.44M ﹤0.01%
175,256
+27,400
863
$1.44M ﹤0.01%
8,694
-1,409
864
$1.44M ﹤0.01%
60,673
-98
865
$1.43M ﹤0.01%
45,819
+11,455
866
$1.43M ﹤0.01%
32,234
+433
867
$1.43M ﹤0.01%
17,967
+10,684
868
$1.43M ﹤0.01%
38,168
+1,846
869
$1.42M ﹤0.01%
74,920
+1,077
870
$1.42M ﹤0.01%
47,722
-3,467
871
$1.42M ﹤0.01%
92,216
872
$1.42M ﹤0.01%
17,238
-31
873
$1.4M ﹤0.01%
11,728
+9,219
874
$1.4M ﹤0.01%
26,796
+1,996
875
$1.39M ﹤0.01%
9,580
-1,287
33 34
35
36 37