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
1001
$1.03M ﹤0.01%
4,050
+104
1002
$1.03M ﹤0.01%
15,264
+1,041
1003
$1.03M ﹤0.01%
5,112
-54
1004
$1.02M ﹤0.01%
17,586
+964
1005
$1.01M ﹤0.01%
112,046
+2,096
1006
$1.01M ﹤0.01%
5,743
-1,383
1007
$1M ﹤0.01%
18,106
-3,593
1008
$1M ﹤0.01%
5,110
-1,820
1009
$1M ﹤0.01%
11,182
+71
1010
$999K ﹤0.01%
9,947
+1,882
1011
$999K ﹤0.01%
22,184
-702
1012
$993K ﹤0.01%
50,061
-4,545
1013
$990K ﹤0.01%
44,662
+2,558
1014
$988K ﹤0.01%
48,116
+2,169
1015
$988K ﹤0.01%
4,945
+439
1016
$986K ﹤0.01%
105,808
+12,312
1017
$978K ﹤0.01%
+48,142
1018
$976K ﹤0.01%
31,767
+3,300
1019
$972K ﹤0.01%
14,910
+263
1020
$966K ﹤0.01%
22,872
-9,223
1021
$961K ﹤0.01%
8,036
+3,442
1022
$952K ﹤0.01%
163,085
+11,816
1023
$945K ﹤0.01%
3,657
+792
1024
$943K ﹤0.01%
30,229
-1,830
1025
$943K ﹤0.01%
16,405
-485
39 40
41
42 43