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
1126
$738K ﹤0.01%
11,970
+2,420
1127
$738K ﹤0.01%
21,885
-856
1128
$737K ﹤0.01%
45,675
+685
1129
$735K ﹤0.01%
10,599
+874
1130
$727K ﹤0.01%
13,805
+1,418
1131
$727K ﹤0.01%
9,667
+5
1132
$725K ﹤0.01%
+10,846
1133
$724K ﹤0.01%
15,062
-3,543
1134
$723K ﹤0.01%
15,573
+100
1135
$720K ﹤0.01%
36,363
-4,105
1136
$718K ﹤0.01%
21,031
+13,080
1137
$716K ﹤0.01%
13,220
+913
1138
$716K ﹤0.01%
33,203
+1,591
1139
$716K ﹤0.01%
16,289
+1,291
1140
$715K ﹤0.01%
23,456
+1,523
1141
$707K ﹤0.01%
65,245
+34,500
1142
$706K ﹤0.01%
15,348
-91
1143
$706K ﹤0.01%
7,440
+213
1144
$706K ﹤0.01%
3,469
+205
1145
$699K ﹤0.01%
54,167
+4,344
1146
$697K ﹤0.01%
+19,535
1147
$696K ﹤0.01%
+13,523
1148
$693K ﹤0.01%
16,582
+11,109
1149
$692K ﹤0.01%
16,540
-82,950
1150
$690K ﹤0.01%
+4,955
44 45
46
47 48