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
1276
$875K ﹤0.01%
3,674
-228
1277
$871K ﹤0.01%
4,665
+51
1278
$870K ﹤0.01%
25,666
1279
$870K ﹤0.01%
9,075
+1,373
1280
$870K ﹤0.01%
10,492
+725
1281
$868K ﹤0.01%
+21,622
1282
$868K ﹤0.01%
23,147
+2,999
1283
$867K ﹤0.01%
12,191
+1,809
1284
$866K ﹤0.01%
24,023
-1,728
1285
$863K ﹤0.01%
28,140
+741
1286
$861K ﹤0.01%
26,685
+12,547
1287
$860K ﹤0.01%
35,501
+12,766
1288
$855K ﹤0.01%
21,811
+1,637
1289
$855K ﹤0.01%
15,194
+437
1290
$852K ﹤0.01%
15,258
+5,308
1291
$851K ﹤0.01%
44,223
+4,152
1292
$847K ﹤0.01%
+22,496
1293
$842K ﹤0.01%
14,974
-116
1294
$840K ﹤0.01%
7,022
-2,655
1295
$836K ﹤0.01%
+32,321
1296
$830K ﹤0.01%
13,612
+19
1297
$825K ﹤0.01%
5,402
+1,700
1298
$820K ﹤0.01%
11,352
-149
1299
$817K ﹤0.01%
+15,847
1300
$815K ﹤0.01%
24,944
+843
50 51
52
53 54