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
1226
$587K ﹤0.01%
+5,657
1227
$587K ﹤0.01%
54,730
+6,232
1228
$586K ﹤0.01%
14,710
+697
1229
$584K ﹤0.01%
5,209
+41
1230
$584K ﹤0.01%
20,755
-2,620
1231
$581K ﹤0.01%
3,743
+769
1232
$581K ﹤0.01%
22,200
-680
1233
$578K ﹤0.01%
11,582
-818
1234
$578K ﹤0.01%
11,765
+285
1235
$577K ﹤0.01%
12,432
-3,602
1236
$576K ﹤0.01%
10,838
+500
1237
$576K ﹤0.01%
4,217
+288
1238
$575K ﹤0.01%
33,605
+808
1239
$575K ﹤0.01%
3,179
+49
1240
$572K ﹤0.01%
15,783
+147
1241
$570K ﹤0.01%
31,731
+2,897
1242
$570K ﹤0.01%
11,247
+183
1243
$569K ﹤0.01%
9,902
+274
1244
$569K ﹤0.01%
5,406
+1,045
1245
$564K ﹤0.01%
3,578
-11
1246
$564K ﹤0.01%
29,302
-14,749
1247
$563K ﹤0.01%
12,604
1248
$562K ﹤0.01%
5,628
+514
1249
$561K ﹤0.01%
9,097
+262
1250
$561K ﹤0.01%
19,498
+4,325
48 49
50
51 52