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
1251
$923K ﹤0.01%
23,823
-162
1252
$922K ﹤0.01%
33,358
+6,426
1253
$920K ﹤0.01%
28,449
1254
$918K ﹤0.01%
36,876
-2,893
1255
$918K ﹤0.01%
28,562
1256
$915K ﹤0.01%
16,493
+324
1257
$911K ﹤0.01%
2,798
+235
1258
$910K ﹤0.01%
16,796
+431
1259
$910K ﹤0.01%
19,764
-7,465
1260
$907K ﹤0.01%
90,419
+5,027
1261
$906K ﹤0.01%
19,123
+1,130
1262
$905K ﹤0.01%
38,566
+1,256
1263
$904K ﹤0.01%
6,393
+4,034
1264
$903K ﹤0.01%
58,841
-325
1265
$900K ﹤0.01%
17,132
-641
1266
$899K ﹤0.01%
20,784
+617
1267
$896K ﹤0.01%
19,225
+4,235
1268
$895K ﹤0.01%
8,742
-1,744
1269
$894K ﹤0.01%
7,796
+2,838
1270
$892K ﹤0.01%
180,933
+47,065
1271
$890K ﹤0.01%
25,061
-103
1272
$884K ﹤0.01%
40,242
+19
1273
$882K ﹤0.01%
19,044
+371
1274
$881K ﹤0.01%
16,974
+78
1275
$881K ﹤0.01%
6,794
+1,949
49 50
51
52 53