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
1176
$667K ﹤0.01%
21,339
-3,154
1177
$666K ﹤0.01%
18,136
+37
1178
$664K ﹤0.01%
49,534
+1,374
1179
$664K ﹤0.01%
22,616
1180
$661K ﹤0.01%
+12,422
1181
$660K ﹤0.01%
3,751
-42
1182
$653K ﹤0.01%
8,917
-1,652
1183
$652K ﹤0.01%
19,685
+12,350
1184
$652K ﹤0.01%
10,512
-509
1185
$652K ﹤0.01%
61,591
+4,005
1186
$649K ﹤0.01%
10,630
+2,318
1187
$649K ﹤0.01%
10,463
+193
1188
$648K ﹤0.01%
59,450
+2,831
1189
$645K ﹤0.01%
14,376
-76
1190
$643K ﹤0.01%
19,078
+118
1191
$642K ﹤0.01%
7,399
+29
1192
$642K ﹤0.01%
53,897
+4,652
1193
$642K ﹤0.01%
8,792
+681
1194
$642K ﹤0.01%
7,238
-2,814
1195
$641K ﹤0.01%
3,012
+743
1196
$640K ﹤0.01%
15,819
+1,121
1197
$639K ﹤0.01%
16,797
+1,237
1198
$639K ﹤0.01%
90,542
+9,302
1199
$635K ﹤0.01%
16,567
+4,705
1200
$635K ﹤0.01%
15,899
+777
46 47
48
49 50