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
101
$98.8M 0.24%
473,610
+5,391
102
$97.3M 0.24%
697,259
+18,433
103
$96.9M 0.24%
1,629,522
+183,142
104
$96.8M 0.24%
493,840
+15,860
105
$94.9M 0.23%
367,230
+102,675
106
$94.9M 0.23%
1,437,598
+272,970
107
$94.4M 0.23%
822,624
+34,680
108
$94M 0.23%
248,585
+26,465
109
$90.2M 0.22%
832,215
+82,418
110
$89.8M 0.22%
676,109
-34,527
111
$88.9M 0.22%
1,694,955
+103,867
112
$88.9M 0.22%
813,960
+74,020
113
$87.8M 0.21%
448,936
+35,282
114
$87.4M 0.21%
2,329,728
+163,675
115
$85.8M 0.21%
1,702,848
-168,218
116
$85.1M 0.21%
3,280,948
+255,604
117
$84.8M 0.21%
288,767
+2,065
118
$84.6M 0.21%
130,731
+17,939
119
$83.8M 0.21%
1,552,408
-45,424
120
$83M 0.2%
1,061,012
+38,720
121
$82.6M 0.2%
1,341,300
+60,409
122
$81.2M 0.2%
1,912,208
+103,317
123
$80.8M 0.2%
551,229
+16,080
124
$80.8M 0.2%
1,738,155
+133,521
125
$79.4M 0.19%
1,680,376
+56,795
3 4
5
6 7