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
1151
$688K ﹤0.01%
155,264
+37,258
1152
$688K ﹤0.01%
9,160
+3,585
1153
$687K ﹤0.01%
7,636
-1,119
1154
$687K ﹤0.01%
+3,972
1155
$686K ﹤0.01%
12,110
+937
1156
$685K ﹤0.01%
18,454
+8,697
1157
$683K ﹤0.01%
+17,789
1158
$682K ﹤0.01%
30,178
1159
$680K ﹤0.01%
5,196
-11
1160
$679K ﹤0.01%
1,662
-28
1161
$678K ﹤0.01%
10,955
+2,900
1162
$677K ﹤0.01%
14,937
+2,867
1163
$676K ﹤0.01%
+17,199
1164
$676K ﹤0.01%
14,809
+985
1165
$676K ﹤0.01%
15,351
-2,462
1166
$675K ﹤0.01%
+27,093
1167
$675K ﹤0.01%
5,147
+58
1168
$673K ﹤0.01%
16,142
-315
1169
$673K ﹤0.01%
16,083
+899
1170
$671K ﹤0.01%
35,524
-3,978
1171
$670K ﹤0.01%
13,404
+3,756
1172
$670K ﹤0.01%
21,402
+2,652
1173
$669K ﹤0.01%
6,889
+359
1174
$669K ﹤0.01%
11,655
-7,484
1175
$669K ﹤0.01%
35,801
+1,691
45 46
47
48 49