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
1276
$519K ﹤0.01%
11,028
-1,195
1277
$519K ﹤0.01%
15,000
1278
$518K ﹤0.01%
6,969
+848
1279
$518K ﹤0.01%
17,785
+100
1280
$518K ﹤0.01%
18,338
-2,986
1281
$516K ﹤0.01%
+13,430
1282
$515K ﹤0.01%
5,472
-2,249
1283
$515K ﹤0.01%
13,459
+553
1284
$512K ﹤0.01%
5,681
+706
1285
$512K ﹤0.01%
4,201
-809
1286
$506K ﹤0.01%
23,851
-3,523
1287
$506K ﹤0.01%
42,480
+3,579
1288
$503K ﹤0.01%
6,890
+9
1289
$502K ﹤0.01%
+3,265
1290
$499K ﹤0.01%
7,033
-767
1291
$499K ﹤0.01%
24,645
-2,645
1292
$497K ﹤0.01%
29,353
+629
1293
$496K ﹤0.01%
8,295
+1,287
1294
$494K ﹤0.01%
30,109
+1,360
1295
$491K ﹤0.01%
3,689
-400
1296
$489K ﹤0.01%
+9,081
1297
$489K ﹤0.01%
5,830
+2
1298
$489K ﹤0.01%
41,450
1299
$488K ﹤0.01%
7,694
+1,844
1300
$488K ﹤0.01%
74,132
-7,984
50 51
52
53 54