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
1001
$1.57M ﹤0.01%
24,843
+605
1002
$1.57M ﹤0.01%
25,024
+2,783
1003
$1.57M ﹤0.01%
46,498
+7,411
1004
$1.56M ﹤0.01%
31,202
+1,498
1005
$1.55M ﹤0.01%
49,825
-111
1006
$1.55M ﹤0.01%
53,284
+10,707
1007
$1.54M ﹤0.01%
14,291
-400
1008
$1.54M ﹤0.01%
38,070
+1,611
1009
$1.54M ﹤0.01%
33,174
-260
1010
$1.53M ﹤0.01%
34,314
+11,530
1011
$1.53M ﹤0.01%
21,748
+1,564
1012
$1.52M ﹤0.01%
30,741
+6,420
1013
$1.52M ﹤0.01%
4,029
+151
1014
$1.51M ﹤0.01%
5,058
-4,248
1015
$1.51M ﹤0.01%
21,349
+7,090
1016
$1.51M ﹤0.01%
3,169
-14,758
1017
$1.51M ﹤0.01%
2,968
+3
1018
$1.51M ﹤0.01%
31,202
-203
1019
$1.5M ﹤0.01%
15,345
+7,549
1020
$1.5M ﹤0.01%
112,884
1021
$1.5M ﹤0.01%
81,008
+232
1022
$1.5M ﹤0.01%
23,255
+5,137
1023
$1.5M ﹤0.01%
54,381
+36,452
1024
$1.5M ﹤0.01%
61,497
+26,543
1025
$1.49M ﹤0.01%
3,620
+20
39 40
41
42 43