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
951
$1.16M ﹤0.01%
14,647
+488
952
$1.16M ﹤0.01%
3,948
-45
953
$1.15M ﹤0.01%
30,707
+5,622
954
$1.14M ﹤0.01%
20,316
+10,651
955
$1.14M ﹤0.01%
9,503
+508
956
$1.14M ﹤0.01%
13,067
+908
957
$1.13M ﹤0.01%
22,139
+1,434
958
$1.13M ﹤0.01%
39,971
959
$1.12M ﹤0.01%
44,980
+751
960
$1.12M ﹤0.01%
27,986
-569
961
$1.12M ﹤0.01%
22,179
+588
962
$1.12M ﹤0.01%
15,236
963
$1.12M ﹤0.01%
8,428
+6,650
964
$1.11M ﹤0.01%
76,273
-2,604
965
$1.11M ﹤0.01%
16,113
-10,950
966
$1.11M ﹤0.01%
68,248
+14,319
967
$1.11M ﹤0.01%
+11,205
968
$1.11M ﹤0.01%
9,287
-1,733
969
$1.1M ﹤0.01%
+6,817
970
$1.1M ﹤0.01%
2,693
+704
971
$1.1M ﹤0.01%
15,797
+3,105
972
$1.1M ﹤0.01%
86,747
+2,109
973
$1.1M ﹤0.01%
24,848
+341
974
$1.09M ﹤0.01%
8,280
-3,618
975
$1.08M ﹤0.01%
11,021
-2,853
37 38
39
40 41