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
1076
$838K ﹤0.01%
25,227
-44,224
1077
$837K ﹤0.01%
19,749
-1,432
1078
$823K ﹤0.01%
8,770
+597
1079
$823K ﹤0.01%
11,436
+100
1080
$821K ﹤0.01%
11,777
+5,565
1081
$819K ﹤0.01%
64,826
+5,224
1082
$817K ﹤0.01%
36,013
1083
$817K ﹤0.01%
54,981
+815
1084
$816K ﹤0.01%
18,608
+199
1085
$816K ﹤0.01%
11,252
+2,685
1086
$814K ﹤0.01%
+40,506
1087
$809K ﹤0.01%
23,277
-651
1088
$808K ﹤0.01%
33,653
+5,602
1089
$808K ﹤0.01%
20,689
-188
1090
$805K ﹤0.01%
35,818
-7,403
1091
$804K ﹤0.01%
6,313
+725
1092
$803K ﹤0.01%
53,891
+195
1093
$795K ﹤0.01%
40,332
+1,688
1094
$794K ﹤0.01%
11,699
+3,438
1095
$791K ﹤0.01%
19,224
-1,277
1096
$787K ﹤0.01%
8,210
-26
1097
$782K ﹤0.01%
8,398
-1,029
1098
$782K ﹤0.01%
15,764
+769
1099
$780K ﹤0.01%
14,110
-8
1100
$779K ﹤0.01%
16,257
-4,316
42 43
44
45 46