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
1026
$942K ﹤0.01%
+82,884
1027
$941K ﹤0.01%
17,975
+525
1028
$937K ﹤0.01%
+10,646
1029
$934K ﹤0.01%
7,338
-1,600
1030
$933K ﹤0.01%
1,751
-79
1031
$931K ﹤0.01%
19,365
-2,320
1032
$930K ﹤0.01%
30,000
1033
$930K ﹤0.01%
+6,385
1034
$921K ﹤0.01%
8,765
-39
1035
$920K ﹤0.01%
64,818
1036
$916K ﹤0.01%
18,174
-131
1037
$905K ﹤0.01%
41,523
-19,028
1038
$903K ﹤0.01%
16,719
+690
1039
$903K ﹤0.01%
13,391
+20
1040
$901K ﹤0.01%
25,664
-7,121
1041
$899K ﹤0.01%
18,536
+825
1042
$893K ﹤0.01%
18,834
+613
1043
$891K ﹤0.01%
116,000
+11,500
1044
$890K ﹤0.01%
13,040
-692
1045
$890K ﹤0.01%
9,574
+135
1046
$889K ﹤0.01%
20,085
-174
1047
$887K ﹤0.01%
100,856
+14,473
1048
$883K ﹤0.01%
58,345
+3,641
1049
$882K ﹤0.01%
74,414
+17,802
1050
$881K ﹤0.01%
28,992
-200
40 41
42
43 44