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
976
$1.08M ﹤0.01%
12,347
-1,594
977
$1.08M ﹤0.01%
24,419
-715
978
$1.08M ﹤0.01%
+33,097
979
$1.08M ﹤0.01%
25,611
-651
980
$1.08M ﹤0.01%
13,959
-7,845
981
$1.08M ﹤0.01%
15,828
-59
982
$1.08M ﹤0.01%
18,159
+511
983
$1.07M ﹤0.01%
45,969
+3,171
984
$1.07M ﹤0.01%
42,160
-1,939
985
$1.07M ﹤0.01%
7,991
+1,072
986
$1.07M ﹤0.01%
14,825
-3,178
987
$1.07M ﹤0.01%
2,978
-23
988
$1.06M ﹤0.01%
8,414
+5,313
989
$1.06M ﹤0.01%
20,411
+1,577
990
$1.05M ﹤0.01%
65,536
-16,240
991
$1.05M ﹤0.01%
18,309
+209
992
$1.05M ﹤0.01%
74,078
+5,186
993
$1.05M ﹤0.01%
15,709
-866
994
$1.05M ﹤0.01%
17,883
+469
995
$1.04M ﹤0.01%
17,880
-486
996
$1.04M ﹤0.01%
18,185
+224
997
$1.04M ﹤0.01%
23,243
+26
998
$1.04M ﹤0.01%
13,293
+162
999
$1.04M ﹤0.01%
+12,227
1000
$1.04M ﹤0.01%
75,011
+14,811
38 39
40
41 42