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
1251
$560K ﹤0.01%
19,943
+238
1252
$560K ﹤0.01%
4,227
-958
1253
$560K ﹤0.01%
+12,458
1254
$556K ﹤0.01%
8,187
+58
1255
$554K ﹤0.01%
6,267
+329
1256
$552K ﹤0.01%
21,381
+290
1257
$551K ﹤0.01%
15,150
+3,750
1258
$549K ﹤0.01%
+17,604
1259
$544K ﹤0.01%
6,971
+1,994
1260
$541K ﹤0.01%
7,426
+463
1261
$540K ﹤0.01%
16,859
+1,255
1262
$539K ﹤0.01%
39,298
-9,101
1263
$538K ﹤0.01%
15,076
-7,146
1264
$537K ﹤0.01%
36,945
-818
1265
$533K ﹤0.01%
53,226
-3,459
1266
$532K ﹤0.01%
+16,543
1267
$529K ﹤0.01%
4,451
+1,532
1268
$527K ﹤0.01%
9,160
-69
1269
$526K ﹤0.01%
20,550
-4,049
1270
$526K ﹤0.01%
15,093
-5,800
1271
$525K ﹤0.01%
18,403
-27,245
1272
$525K ﹤0.01%
9,516
-300
1273
$524K ﹤0.01%
8,476
+199
1274
$523K ﹤0.01%
9,790
+228
1275
$522K ﹤0.01%
26,503
+5,082
49 50
51
52 53