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
1101
$1.28M ﹤0.01%
4,723
+112
1102
$1.28M ﹤0.01%
7,493
-1,970
1103
$1.28M ﹤0.01%
38,076
-746
1104
$1.28M ﹤0.01%
8,600
-12,844
1105
$1.27M ﹤0.01%
+161,532
1106
$1.27M ﹤0.01%
23,350
+1,334
1107
$1.26M ﹤0.01%
19,486
-9,562
1108
$1.26M ﹤0.01%
108,439
+465
1109
$1.26M ﹤0.01%
27,538
+2,272
1110
$1.26M ﹤0.01%
31,000
+7,985
1111
$1.25M ﹤0.01%
14,410
-853
1112
$1.25M ﹤0.01%
9,863
+269
1113
$1.24M ﹤0.01%
16,383
+1,635
1114
$1.23M ﹤0.01%
22,888
+580
1115
$1.23M ﹤0.01%
26,917
+636
1116
$1.23M ﹤0.01%
26,048
-83,085
1117
$1.22M ﹤0.01%
10,248
+560
1118
$1.22M ﹤0.01%
7,958
+524
1119
$1.22M ﹤0.01%
10,221
+210
1120
$1.22M ﹤0.01%
26,074
+4,844
1121
$1.22M ﹤0.01%
54,126
+2,409
1122
$1.21M ﹤0.01%
25,651
-51,553
1123
$1.21M ﹤0.01%
27,779
+2,065
1124
$1.21M ﹤0.01%
438,499
-1,644
1125
$1.21M ﹤0.01%
21,519
+1,106
43 44
45
46 47