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
1076
$1.33M ﹤0.01%
18,912
+14,266
1077
$1.33M ﹤0.01%
15,446
-1,141
1078
$1.33M ﹤0.01%
60,551
1079
$1.32M ﹤0.01%
24,573
1080
$1.32M ﹤0.01%
37,296
+1,634
1081
$1.32M ﹤0.01%
44,374
-2,775
1082
$1.32M ﹤0.01%
23,674
-4,774
1083
$1.31M ﹤0.01%
16,745
-7,400
1084
$1.31M ﹤0.01%
51,137
+36,657
1085
$1.3M ﹤0.01%
7,178
+1,561
1086
$1.3M ﹤0.01%
15,920
+66
1087
$1.3M ﹤0.01%
28,322
+2,160
1088
$1.3M ﹤0.01%
19,630
+514
1089
$1.3M ﹤0.01%
19,454
1090
$1.3M ﹤0.01%
134,930
+6,486
1091
$1.3M ﹤0.01%
15,209
-1,089
1092
$1.29M ﹤0.01%
60,424
+4,163
1093
$1.29M ﹤0.01%
4,613
+539
1094
$1.29M ﹤0.01%
27,838
-114
1095
$1.29M ﹤0.01%
16,167
-294
1096
$1.29M ﹤0.01%
7,620
+843
1097
$1.29M ﹤0.01%
9,880
+550
1098
$1.28M ﹤0.01%
29,583
-3,310
1099
$1.28M ﹤0.01%
22,421
+737
1100
$1.28M ﹤0.01%
11,371
+900
42 43
44
45 46