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
1151
$1.15M ﹤0.01%
23,964
+409
1152
$1.15M ﹤0.01%
12,046
+1,790
1153
$1.15M ﹤0.01%
65,025
+1,820
1154
$1.15M ﹤0.01%
+34,955
1155
$1.14M ﹤0.01%
19,445
+1,020
1156
$1.14M ﹤0.01%
5,699
-15
1157
$1.14M ﹤0.01%
47,851
-21,089
1158
$1.14M ﹤0.01%
26,786
-1,840
1159
$1.14M ﹤0.01%
626
+48
1160
$1.13M ﹤0.01%
13,609
+1,789
1161
$1.13M ﹤0.01%
3,983
-1,611
1162
$1.13M ﹤0.01%
35,014
-32,769
1163
$1.13M ﹤0.01%
15,602
+5,007
1164
$1.12M ﹤0.01%
7,156
-2,173
1165
$1.11M ﹤0.01%
37,113
+1,050
1166
$1.11M ﹤0.01%
23,888
-18,303
1167
$1.1M ﹤0.01%
26,634
+414
1168
$1.1M ﹤0.01%
36,973
+3,656
1169
$1.09M ﹤0.01%
4,373
+58
1170
$1.09M ﹤0.01%
5,229
+278
1171
$1.09M ﹤0.01%
9,386
+2,245
1172
$1.09M ﹤0.01%
20,839
+389
1173
$1.09M ﹤0.01%
3,996
+331
1174
$1.09M ﹤0.01%
6,500
+96
1175
$1.08M ﹤0.01%
80,878
+3,068
45 46
47
48 49