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
76
$97.8M 0.32%
1,102,200
+27,583
77
$97.7M 0.32%
340,781
+5,004
78
$97.1M 0.31%
448,710
+27,705
79
$96.5M 0.31%
811,424
+143,448
80
$91.9M 0.3%
2,230,345
+62,906
81
$88.2M 0.29%
632,047
+50,174
82
$87.2M 0.28%
406,496
+22,173
83
$87M 0.28%
410,454
-7,414
84
$86.1M 0.28%
393,281
+22,378
85
$86M 0.28%
1,267,599
+996
86
$85.6M 0.28%
1,861,385
+57,685
87
$85.2M 0.28%
1,648,998
+169,177
88
$84.1M 0.27%
793,961
-85,296
89
$83.6M 0.27%
401,713
+47,379
90
$82.3M 0.27%
497,099
+72,392
91
$82.2M 0.27%
1,499,388
+5,091
92
$80.8M 0.26%
1,310,725
+364,639
93
$80.5M 0.26%
389,444
+39,397
94
$79.6M 0.26%
669,138
-69,443
95
$79.3M 0.26%
206,296
+11,753
96
$79.1M 0.26%
448,963
-20,802
97
$78.8M 0.26%
404,738
+134,908
98
$78.7M 0.26%
1,149,090
+106,099
99
$77.4M 0.25%
3,563,563
-455,350
100
$77.1M 0.25%
1,242,811
-17,130
2 3
4
5 6