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
876
$2.13M 0.01%
+17,000
877
$2.13M 0.01%
+29,247
878
$2.12M 0.01%
15,293
+5,055
879
$2.11M 0.01%
13,362
+1,455
880
$2.1M 0.01%
23,564
+1,150
881
$2.1M 0.01%
26,867
-191
882
$2.09M 0.01%
21,779
+283
883
$2.08M 0.01%
+28,737
884
$2.08M 0.01%
41,006
+14,002
885
$2.08M 0.01%
41,851
-3,070
886
$2.07M 0.01%
42,037
+4,012
887
$2.06M 0.01%
58,102
+8,627
888
$2.06M 0.01%
1,929
+108
889
$2.06M 0.01%
42,476
-8,108
890
$2.06M 0.01%
1,165
+244
891
$2.05M 0.01%
19,603
-151
892
$2.05M 0.01%
9,624
+269
893
$2.04M 0.01%
115,823
+1,457
894
$2.03M 0.01%
19,661
+1,975
895
$2.03M 0.01%
164,093
+9,153
896
$2.03M 0.01%
11,634
+249
897
$2.03M 0.01%
35,440
-1,099
898
$2.01M ﹤0.01%
24,882
+4,005
899
$2.01M ﹤0.01%
2,692
+501
900
$2.01M ﹤0.01%
5,040
+233
34 35
36
37 38