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
901
$1.3M ﹤0.01%
25,056
+1,358
902
$1.3M ﹤0.01%
5,493
-20,852
903
$1.3M ﹤0.01%
+82,197
904
$1.29M ﹤0.01%
50,739
-20,818
905
$1.29M ﹤0.01%
+59,642
906
$1.29M ﹤0.01%
25,666
+2,303
907
$1.29M ﹤0.01%
421,065
+8,225
908
$1.29M ﹤0.01%
7,442
+4,962
909
$1.29M ﹤0.01%
268,221
910
$1.29M ﹤0.01%
12,829
+1,326
911
$1.28M ﹤0.01%
39,677
+1,260
912
$1.27M ﹤0.01%
57,996
-12,443
913
$1.27M ﹤0.01%
27,443
914
$1.27M ﹤0.01%
16,759
-745
915
$1.27M ﹤0.01%
76,946
+16,419
916
$1.27M ﹤0.01%
9,246
+1,215
917
$1.26M ﹤0.01%
21,672
+2,812
918
$1.26M ﹤0.01%
55,305
-3,300
919
$1.26M ﹤0.01%
29,925
-1,805
920
$1.26M ﹤0.01%
36,187
-8,484
921
$1.25M ﹤0.01%
54,959
-572
922
$1.25M ﹤0.01%
44,194
-6,154
923
$1.24M ﹤0.01%
7,663
+418
924
$1.24M ﹤0.01%
51,856
+1,533
925
$1.24M ﹤0.01%
43,929
35 36
37
38 39