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
976
$1.67M ﹤0.01%
8,043
+157
977
$1.66M ﹤0.01%
50,726
-44,724
978
$1.66M ﹤0.01%
45,351
+15,292
979
$1.65M ﹤0.01%
56,485
+152
980
$1.65M ﹤0.01%
93,676
981
$1.64M ﹤0.01%
12,285
+53
982
$1.64M ﹤0.01%
6,013
+318
983
$1.64M ﹤0.01%
16,039
+1,071
984
$1.64M ﹤0.01%
94,758
+9,668
985
$1.64M ﹤0.01%
53,679
+835
986
$1.63M ﹤0.01%
17,869
+407
987
$1.63M ﹤0.01%
28,051
-27,633
988
$1.63M ﹤0.01%
25,604
+218
989
$1.62M ﹤0.01%
35,948
+1,331
990
$1.62M ﹤0.01%
38,861
+3,107
991
$1.62M ﹤0.01%
32,076
+1,232
992
$1.61M ﹤0.01%
62,359
+8,007
993
$1.6M ﹤0.01%
36,740
+14,942
994
$1.6M ﹤0.01%
40,819
+8,438
995
$1.6M ﹤0.01%
13,906
-508
996
$1.59M ﹤0.01%
32,667
+3,617
997
$1.59M ﹤0.01%
16,584
+305
998
$1.58M ﹤0.01%
92,348
+3,002
999
$1.58M ﹤0.01%
4,657
-1
1000
$1.58M ﹤0.01%
57,715
+3,349
38 39
40
41 42