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
1201
$1.02M ﹤0.01%
40,853
+13,983
1202
$1.01M ﹤0.01%
128,889
-7,923
1203
$1.01M ﹤0.01%
12,725
+1,858
1204
$1.01M ﹤0.01%
14,504
+1,625
1205
$1.01M ﹤0.01%
4,306
+3,678
1206
$1.01M ﹤0.01%
48,088
1207
$1M ﹤0.01%
26,363
-588
1208
$1M ﹤0.01%
29,486
+1,261
1209
$1M ﹤0.01%
16,298
-1,524
1210
$1M ﹤0.01%
12,371
+1,411
1211
$1M ﹤0.01%
66,012
+767
1212
$1M ﹤0.01%
25,497
+485
1213
$1M ﹤0.01%
12,801
+469
1214
$998K ﹤0.01%
12,457
-66
1215
$995K ﹤0.01%
20,048
+6,352
1216
$995K ﹤0.01%
103,654
+26,313
1217
$978K ﹤0.01%
17,665
+1,327
1218
$976K ﹤0.01%
38,108
+1,333
1219
$974K ﹤0.01%
6,949
+520
1220
$971K ﹤0.01%
26,409
+1,082
1221
$970K ﹤0.01%
9,176
+1,788
1222
$970K ﹤0.01%
9,417
+102
1223
$970K ﹤0.01%
48,351
-8,095
1224
$968K ﹤0.01%
6,784
+217
1225
$967K ﹤0.01%
44,711
+1,295
47 48
49
50 51