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
951
$1.74M ﹤0.01%
4,350
+1,581
952
$1.74M ﹤0.01%
22,664
+7,305
953
$1.73M ﹤0.01%
27,560
-1,591
954
$1.73M ﹤0.01%
24,210
+2,581
955
$1.72M ﹤0.01%
35,334
+3,068
956
$1.72M ﹤0.01%
53,717
+2,739
957
$1.72M ﹤0.01%
57,774
+2,021
958
$1.71M ﹤0.01%
94,742
+2,507
959
$1.7M ﹤0.01%
55,451
-128
960
$1.7M ﹤0.01%
35,986
961
$1.7M ﹤0.01%
8,668
-626
962
$1.69M ﹤0.01%
4,654
+281
963
$1.69M ﹤0.01%
15,423
-92
964
$1.69M ﹤0.01%
27,662
+2,433
965
$1.68M ﹤0.01%
27,282
-186
966
$1.68M ﹤0.01%
268,221
967
$1.68M ﹤0.01%
42,719
+3,376
968
$1.68M ﹤0.01%
39,076
+2,992
969
$1.68M ﹤0.01%
21,829
+2,045
970
$1.68M ﹤0.01%
47,352
+7,629
971
$1.67M ﹤0.01%
27,145
-1,451
972
$1.67M ﹤0.01%
26,205
+283
973
$1.67M ﹤0.01%
12,058
-34,554
974
$1.67M ﹤0.01%
150,435
+4,151
975
$1.67M ﹤0.01%
30,633
+967
37 38
39
40 41