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
851
$2.25M 0.01%
59,631
+711
852
$2.25M 0.01%
35,956
+8,429
853
$2.24M 0.01%
41,075
+16,053
854
$2.24M 0.01%
10,216
+404
855
$2.24M 0.01%
9,928
-3,242
856
$2.24M 0.01%
116,846
-171
857
$2.22M 0.01%
22,691
-1,436
858
$2.21M 0.01%
29,194
+659
859
$2.2M 0.01%
17,244
+769
860
$2.2M 0.01%
29,084
+13,207
861
$2.2M 0.01%
60,050
+9,832
862
$2.19M 0.01%
22,838
+623
863
$2.19M 0.01%
368,542
+37,440
864
$2.18M 0.01%
17,772
+1,614
865
$2.18M 0.01%
48,572
+8,347
866
$2.17M 0.01%
160,356
-3,648
867
$2.17M 0.01%
14,321
+4,555
868
$2.17M 0.01%
85,412
+20,516
869
$2.17M 0.01%
10,522
+298
870
$2.15M 0.01%
43,418
+5,306
871
$2.14M 0.01%
21,523
+4,485
872
$2.14M 0.01%
32,728
873
$2.13M 0.01%
18,276
-58
874
$2.13M 0.01%
55,583
+23,638
875
$2.13M 0.01%
61,489
-61
33 34
35
36 37