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
1026
$1.49M ﹤0.01%
8,737
+253
1027
$1.49M ﹤0.01%
25,665
+8,997
1028
$1.49M ﹤0.01%
56,091
-5,868
1029
$1.49M ﹤0.01%
59,314
+1,650
1030
$1.49M ﹤0.01%
26,588
+110
1031
$1.48M ﹤0.01%
48,593
+6,270
1032
$1.48M ﹤0.01%
75,784
+21,528
1033
$1.47M ﹤0.01%
+18,474
1034
$1.47M ﹤0.01%
21,810
+2,790
1035
$1.46M ﹤0.01%
23,851
-653
1036
$1.46M ﹤0.01%
16,409
+330
1037
$1.46M ﹤0.01%
33,401
+3,388
1038
$1.46M ﹤0.01%
57,266
+2,261
1039
$1.45M ﹤0.01%
402,287
+13,949
1040
$1.45M ﹤0.01%
38,020
-872
1041
$1.44M ﹤0.01%
20,382
-530
1042
$1.44M ﹤0.01%
93,024
+13,623
1043
$1.44M ﹤0.01%
29,643
+3,768
1044
$1.43M ﹤0.01%
13,940
-15
1045
$1.43M ﹤0.01%
23,754
+4,238
1046
$1.42M ﹤0.01%
+41,662
1047
$1.41M ﹤0.01%
146,848
+3,507
1048
$1.41M ﹤0.01%
18,767
+1,893
1049
$1.41M ﹤0.01%
15,593
+539
1050
$1.41M ﹤0.01%
+64,162
40 41
42
43 44