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
1101
$777K ﹤0.01%
7,140
-6,254
1102
$777K ﹤0.01%
24,392
+16,394
1103
$771K ﹤0.01%
5,925
1104
$770K ﹤0.01%
21,748
-316
1105
$769K ﹤0.01%
86,651
+5,562
1106
$766K ﹤0.01%
+15,094
1107
$763K ﹤0.01%
64,823
+30,312
1108
$763K ﹤0.01%
+40,410
1109
$763K ﹤0.01%
16,161
+9,167
1110
$763K ﹤0.01%
13,092
-126
1111
$759K ﹤0.01%
40,730
+10,309
1112
$757K ﹤0.01%
639
+333
1113
$754K ﹤0.01%
21,550
+410
1114
$752K ﹤0.01%
+3,997
1115
$749K ﹤0.01%
+13,840
1116
$749K ﹤0.01%
20,706
+833
1117
$748K ﹤0.01%
+16,548
1118
$747K ﹤0.01%
19,909
-6,100
1119
$747K ﹤0.01%
10,358
+25
1120
$744K ﹤0.01%
24,807
-27,597
1121
$743K ﹤0.01%
92,388
-6,341
1122
$742K ﹤0.01%
17,681
+1,405
1123
$742K ﹤0.01%
20,704
-1,366
1124
$739K ﹤0.01%
12,702
-122
1125
$739K ﹤0.01%
28,464
+1,890
43 44
45
46 47