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
1051
$1.4M ﹤0.01%
36,011
-6,865
1052
$1.4M ﹤0.01%
13,149
+531
1053
$1.39M ﹤0.01%
+26,483
1054
$1.39M ﹤0.01%
6,693
+419
1055
$1.38M ﹤0.01%
10,490
+842
1056
$1.38M ﹤0.01%
68,905
-810
1057
$1.38M ﹤0.01%
41,932
+15,901
1058
$1.37M ﹤0.01%
18,148
+11,676
1059
$1.37M ﹤0.01%
8,694
-266
1060
$1.37M ﹤0.01%
61,227
+1,748
1061
$1.37M ﹤0.01%
42,077
+4,675
1062
$1.37M ﹤0.01%
18,404
+889
1063
$1.36M ﹤0.01%
30,748
+4,710
1064
$1.36M ﹤0.01%
16,934
+366
1065
$1.36M ﹤0.01%
26,807
+7,016
1066
$1.36M ﹤0.01%
34,919
+1,508
1067
$1.36M ﹤0.01%
65,086
+3,172
1068
$1.35M ﹤0.01%
25,725
+1,945
1069
$1.35M ﹤0.01%
12,966
+217
1070
$1.35M ﹤0.01%
27,603
+800
1071
$1.35M ﹤0.01%
32,472
+4,489
1072
$1.34M ﹤0.01%
71,998
+12,096
1073
$1.34M ﹤0.01%
104,767
+2,245
1074
$1.33M ﹤0.01%
22,471
+1,607
1075
$1.33M ﹤0.01%
22,015
+10,704
41 42
43
44 45