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
876
$1.39M ﹤0.01%
22,668
-38,044
877
$1.38M ﹤0.01%
2,369
-144
878
$1.38M ﹤0.01%
17,608
-116
879
$1.37M ﹤0.01%
22,906
-1,355
880
$1.37M ﹤0.01%
20,408
+2,446
881
$1.37M ﹤0.01%
14,487
+1
882
$1.36M ﹤0.01%
23,384
+208
883
$1.36M ﹤0.01%
14,158
+935
884
$1.36M ﹤0.01%
29,754
-4,838
885
$1.35M ﹤0.01%
54,569
+2,182
886
$1.35M ﹤0.01%
16,577
+1,750
887
$1.35M ﹤0.01%
43,402
-484
888
$1.35M ﹤0.01%
34,325
+225
889
$1.34M ﹤0.01%
31,312
+4,182
890
$1.34M ﹤0.01%
23,796
+1,076
891
$1.33M ﹤0.01%
98,431
+5,620
892
$1.32M ﹤0.01%
56,532
+45,247
893
$1.32M ﹤0.01%
2,187
-68
894
$1.32M ﹤0.01%
8,934
+682
895
$1.31M ﹤0.01%
+16,650
896
$1.31M ﹤0.01%
9,170
+1,892
897
$1.31M ﹤0.01%
22,109
+9,457
898
$1.31M ﹤0.01%
32,466
+813
899
$1.3M ﹤0.01%
3,402
-3,088
900
$1.3M ﹤0.01%
11,415
-64,587
34 35
36
37 38