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
101
$76.4M 0.25%
289,803
+164,888
102
$75.9M 0.25%
180,800
+17,028
103
$75.7M 0.25%
1,575,291
+91,722
104
$74M 0.24%
326,678
+23,388
105
$72.7M 0.24%
603,938
+4,927
106
$72M 0.23%
1,042,224
+101,819
107
$71M 0.23%
556,519
+19,596
108
$70.8M 0.23%
779,826
+44,671
109
$70M 0.23%
246,942
-9,893
110
$69.5M 0.23%
327,577
-17,269
111
$69.2M 0.22%
874,032
+168,714
112
$69.1M 0.22%
741,904
+75,697
113
$68.2M 0.22%
466,354
-688
114
$68M 0.22%
339,885
+314,629
115
$67.1M 0.22%
249,936
+736
116
$66.7M 0.22%
693,462
-4,282
117
$66.2M 0.21%
314,555
+40,389
118
$64M 0.21%
1,373,025
-3,447
119
$61.9M 0.2%
263,100
+39,129
120
$61.8M 0.2%
112,360
+22,050
121
$61.6M 0.2%
174,199
-23,310
122
$60.3M 0.2%
812,311
+36,054
123
$59.7M 0.19%
870,240
+44,841
124
$59.2M 0.19%
643,672
+43,620
125
$58.5M 0.19%
321,139
+59,658
3 4
5
6 7