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
926
$1.91M ﹤0.01%
8,006
+429
927
$1.91M ﹤0.01%
8,179
-1,827
928
$1.9M ﹤0.01%
62,040
+31,184
929
$1.87M ﹤0.01%
28,904
+708
930
$1.86M ﹤0.01%
13,793
+828
931
$1.84M ﹤0.01%
17,188
+181
932
$1.84M ﹤0.01%
64,893
+11,050
933
$1.84M ﹤0.01%
7,960
+523
934
$1.83M ﹤0.01%
463,923
+24,836
935
$1.83M ﹤0.01%
12,935
-226
936
$1.82M ﹤0.01%
26,395
+10,279
937
$1.81M ﹤0.01%
11,054
+305
938
$1.8M ﹤0.01%
2,889
-2
939
$1.8M ﹤0.01%
23,272
+6,420
940
$1.79M ﹤0.01%
84,471
+778
941
$1.79M ﹤0.01%
+25,261
942
$1.79M ﹤0.01%
48,445
-1,108
943
$1.79M ﹤0.01%
15,872
+8,235
944
$1.78M ﹤0.01%
87,879
+3,878
945
$1.77M ﹤0.01%
33,039
-9,412
946
$1.76M ﹤0.01%
99,151
+7,231
947
$1.76M ﹤0.01%
39,395
-2,946
948
$1.75M ﹤0.01%
28,055
+4,980
949
$1.75M ﹤0.01%
47,181
+2,191
950
$1.74M ﹤0.01%
14,280
+5,554
36 37
38
39 40