JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$102M
2
+$66.2M
3
+$64.7M
4
AMZN icon
Amazon
AMZN
+$61.7M
5
NOW icon
ServiceNow
NOW
+$56.2M

Top Sells

1
+$33.2M
2
+$29.5M
3
+$27.6M
4
STZ icon
Constellation Brands
STZ
+$26.4M
5
EWBC icon
East-West Bancorp
EWBC
+$25.8M

Sector Composition

1 Technology 17.81%
2 Financials 10.89%
3 Healthcare 8.64%
4 Consumer Discretionary 7.94%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$1.2M ﹤0.01%
19,862
-2,908
1127
$1.2M ﹤0.01%
7,860
+1,944
1128
$1.2M ﹤0.01%
51,995
-47
1129
$1.2M ﹤0.01%
9,405
-1,502
1130
$1.2M ﹤0.01%
15,982
+1,049
1131
$1.19M ﹤0.01%
19,144
-278
1132
$1.19M ﹤0.01%
5,005
+39
1133
$1.19M ﹤0.01%
55,552
+2,141
1134
$1.19M ﹤0.01%
15,827
1135
$1.19M ﹤0.01%
14,385
+1,217
1136
$1.18M ﹤0.01%
6,439
-1,709
1137
$1.18M ﹤0.01%
32,884
+63
1138
$1.18M ﹤0.01%
32,052
+4,765
1139
$1.18M ﹤0.01%
13,081
-140
1140
$1.18M ﹤0.01%
16,423
+7,351
1141
$1.18M ﹤0.01%
48,553
+2,330
1142
$1.18M ﹤0.01%
104,317
+8,697
1143
$1.18M ﹤0.01%
12,976
+3,496
1144
$1.18M ﹤0.01%
74,764
+3,533
1145
$1.18M ﹤0.01%
7,493
+4,200
1146
$1.17M ﹤0.01%
21,907
+4,590
1147
$1.17M ﹤0.01%
9,272
+90
1148
$1.15M ﹤0.01%
25,496
+3,178
1149
$1.15M ﹤0.01%
24,593
+15,758
1150
$1.15M ﹤0.01%
27,041
44 45
46
47 48