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
901
$2M ﹤0.01%
51,824
+13,958
902
$1.99M ﹤0.01%
57,986
-6,029
903
$1.99M ﹤0.01%
22,937
+520
904
$1.99M ﹤0.01%
125,774
+7,085
905
$1.98M ﹤0.01%
18,087
+8,496
906
$1.98M ﹤0.01%
28,346
907
$1.97M ﹤0.01%
49,883
-46,498
908
$1.97M ﹤0.01%
69,160
+8,590
909
$1.97M ﹤0.01%
41,250
+450
910
$1.96M ﹤0.01%
22,564
911
$1.96M ﹤0.01%
128,838
+902
912
$1.96M ﹤0.01%
29,649
+750
913
$1.96M ﹤0.01%
41,587
+2,131
914
$1.95M ﹤0.01%
34,817
+149
915
$1.95M ﹤0.01%
16,384
+2,627
916
$1.94M ﹤0.01%
25,738
-34,886
917
$1.94M ﹤0.01%
13,296
-40
918
$1.94M ﹤0.01%
9,713
+614
919
$1.93M ﹤0.01%
42,080
-193,525
920
$1.93M ﹤0.01%
4,879
+90
921
$1.92M ﹤0.01%
135,049
+41,405
922
$1.92M ﹤0.01%
121,931
-24,954
923
$1.92M ﹤0.01%
6,765
+576
924
$1.92M ﹤0.01%
10,803
+359
925
$1.92M ﹤0.01%
30,276
-950
35 36
37
38 39