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
1051
$881K ﹤0.01%
5,641
-1,214
1052
$877K ﹤0.01%
10,773
-10,547
1053
$876K ﹤0.01%
23,030
+1,437
1054
$876K ﹤0.01%
9,714
+226
1055
$873K ﹤0.01%
18,241
+1,693
1056
$871K ﹤0.01%
7,490
+471
1057
$871K ﹤0.01%
13,042
+746
1058
$868K ﹤0.01%
81,750
+3,212
1059
$868K ﹤0.01%
6,914
+225
1060
$867K ﹤0.01%
14,665
+675
1061
$867K ﹤0.01%
1,519
-191
1062
$864K ﹤0.01%
26,397
-3,675
1063
$861K ﹤0.01%
9,480
-5,144
1064
$859K ﹤0.01%
7,442
-6
1065
$853K ﹤0.01%
11,617
+336
1066
$853K ﹤0.01%
6,614
+1,344
1067
$852K ﹤0.01%
14,727
+250
1068
$852K ﹤0.01%
38,071
+8,315
1069
$850K ﹤0.01%
21,426
+15,268
1070
$850K ﹤0.01%
4,269
+2,815
1071
$849K ﹤0.01%
3,579
+2,669
1072
$846K ﹤0.01%
13,278
+1,469
1073
$842K ﹤0.01%
10,780
-451
1074
$841K ﹤0.01%
9,315
1075
$840K ﹤0.01%
+6,523
41 42
43
44 45