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
1201
$634K ﹤0.01%
17,672
-362
1202
$633K ﹤0.01%
27,024
+2,134
1203
$632K ﹤0.01%
7,245
+1,219
1204
$631K ﹤0.01%
8,097
-1,271
1205
$629K ﹤0.01%
10,354
-5,673
1206
$624K ﹤0.01%
+4,250
1207
$623K ﹤0.01%
+43,184
1208
$616K ﹤0.01%
14,392
-1,070
1209
$614K ﹤0.01%
26,520
+8,825
1210
$613K ﹤0.01%
+21,400
1211
$610K ﹤0.01%
18,196
-5,250
1212
$609K ﹤0.01%
6,149
+1,668
1213
$607K ﹤0.01%
21,854
+2,636
1214
$607K ﹤0.01%
6,620
+133
1215
$607K ﹤0.01%
11,715
+462
1216
$606K ﹤0.01%
14,423
-462
1217
$606K ﹤0.01%
25,751
-1,726
1218
$599K ﹤0.01%
22,516
-8,485
1219
$598K ﹤0.01%
2,392
+181
1220
$593K ﹤0.01%
8,658
+1,370
1221
$592K ﹤0.01%
15,662
+64
1222
$591K ﹤0.01%
10,202
+181
1223
$591K ﹤0.01%
4,937
-1,379
1224
$591K ﹤0.01%
+2,775
1225
$588K ﹤0.01%
39,216
47 48
49
50 51