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
1176
$1.08M ﹤0.01%
18,274
-1,260
1177
$1.08M ﹤0.01%
9,628
+78
1178
$1.08M ﹤0.01%
26,045
+712
1179
$1.08M ﹤0.01%
34,964
+3,351
1180
$1.08M ﹤0.01%
52,469
+4,072
1181
$1.07M ﹤0.01%
105,650
+10,134
1182
$1.07M ﹤0.01%
13,410
-170
1183
$1.07M ﹤0.01%
59,930
+40,161
1184
$1.06M ﹤0.01%
15,599
+2,998
1185
$1.06M ﹤0.01%
+56,837
1186
$1.06M ﹤0.01%
5,592
+146
1187
$1.04M ﹤0.01%
55,531
+6,672
1188
$1.04M ﹤0.01%
20,316
+3,291
1189
$1.04M ﹤0.01%
48,000
1190
$1.04M ﹤0.01%
91,614
+10,667
1191
$1.03M ﹤0.01%
2,659
-131
1192
$1.03M ﹤0.01%
24,989
+3,417
1193
$1.03M ﹤0.01%
8,710
-300
1194
$1.03M ﹤0.01%
13,345
+3,041
1195
$1.03M ﹤0.01%
12,038
+525
1196
$1.03M ﹤0.01%
34,072
+1,362
1197
$1.03M ﹤0.01%
10,914
+3,288
1198
$1.02M ﹤0.01%
10,662
+385
1199
$1.02M ﹤0.01%
16,606
+6
1200
$1.02M ﹤0.01%
43,921
+3,012
46 47
48
49 50