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
1226
$966K ﹤0.01%
34,736
+937
1227
$963K ﹤0.01%
16,245
+1,172
1228
$962K ﹤0.01%
29,373
+905
1229
$962K ﹤0.01%
13,131
-501
1230
$962K ﹤0.01%
8,030
-1,254
1231
$959K ﹤0.01%
66,203
+7,382
1232
$953K ﹤0.01%
5,071
-86
1233
$953K ﹤0.01%
74,132
1234
$951K ﹤0.01%
17,955
-79,915
1235
$950K ﹤0.01%
17,301
+1,114
1236
$949K ﹤0.01%
11,175
+4,705
1237
$949K ﹤0.01%
16,477
+1,610
1238
$947K ﹤0.01%
27,951
+372
1239
$946K ﹤0.01%
7,229
+1,681
1240
$945K ﹤0.01%
28,686
-4,561
1241
$941K ﹤0.01%
5,208
+527
1242
$941K ﹤0.01%
4,883
+399
1243
$940K ﹤0.01%
18,241
-510
1244
$940K ﹤0.01%
22,919
-6,881
1245
$933K ﹤0.01%
16,826
-1,584
1246
$933K ﹤0.01%
11,894
-1,295
1247
$929K ﹤0.01%
24,897
+208
1248
$927K ﹤0.01%
15,991
+630
1249
$927K ﹤0.01%
6,578
1250
$924K ﹤0.01%
14,674
+471
48 49
50
51 52