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
926
$1.23M ﹤0.01%
26,699
+14,725
927
$1.23M ﹤0.01%
12,373
+942
928
$1.22M ﹤0.01%
28,770
+1,046
929
$1.22M ﹤0.01%
25,881
+1,563
930
$1.22M ﹤0.01%
9,126
+12
931
$1.21M ﹤0.01%
+119,858
932
$1.21M ﹤0.01%
21,714
+13,368
933
$1.21M ﹤0.01%
76,204
-20,628
934
$1.2M ﹤0.01%
106,092
+7,587
935
$1.2M ﹤0.01%
46,582
+4,170
936
$1.19M ﹤0.01%
18,859
+472
937
$1.18M ﹤0.01%
9,119
-2,124
938
$1.18M ﹤0.01%
31,865
-1,327
939
$1.18M ﹤0.01%
20,835
+23
940
$1.18M ﹤0.01%
8,542
-145
941
$1.18M ﹤0.01%
14,469
-492
942
$1.18M ﹤0.01%
4,645
-1,047
943
$1.18M ﹤0.01%
10,246
-4,146
944
$1.17M ﹤0.01%
69,972
+12,255
945
$1.17M ﹤0.01%
+8,412
946
$1.16M ﹤0.01%
39,335
+441
947
$1.16M ﹤0.01%
39,040
+2,955
948
$1.16M ﹤0.01%
110,908
+420
949
$1.16M ﹤0.01%
275,664
+21,319
950
$1.16M ﹤0.01%
24,294
+214
36 37
38
39 40