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
76
$131M 0.32%
1,290,167
+81,925
77
$127M 0.31%
624,627
+24,626
78
$125M 0.31%
969,081
-13,692
79
$124M 0.3%
581,931
-7,060
80
$122M 0.3%
272,999
+16,267
81
$121M 0.3%
411,468
+22,619
82
$116M 0.28%
860,097
+59,264
83
$116M 0.28%
775,620
+49,290
84
$115M 0.28%
1,546,903
+150,252
85
$114M 0.28%
520,291
+57,804
86
$113M 0.28%
2,127,718
-58,295
87
$113M 0.28%
468,803
+34,061
88
$112M 0.27%
217,080
-3,339
89
$111M 0.27%
2,107,115
+105,050
90
$109M 0.27%
929,083
+144,488
91
$107M 0.26%
223,031
+16,256
92
$106M 0.26%
2,360,913
+1,480,935
93
$105M 0.26%
726,442
+32,122
94
$102M 0.25%
166,995
+56,549
95
$102M 0.25%
382,759
-6,892
96
$99.9M 0.24%
422,909
+11,123
97
$99.7M 0.24%
1,127,934
+104,254
98
$99.7M 0.24%
1,058,517
+78,804
99
$99.6M 0.24%
497,978
+21,556
100
$99.5M 0.24%
421,682
+41,991
2 3
4
5 6