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
1301
$485K ﹤0.01%
8,849
+3,610
1302
$485K ﹤0.01%
38,920
+9,357
1303
$484K ﹤0.01%
112,858
1304
$484K ﹤0.01%
9,812
1305
$482K ﹤0.01%
+18,900
1306
$480K ﹤0.01%
83,558
+16,630
1307
$479K ﹤0.01%
7,200
+100
1308
$477K ﹤0.01%
+6,882
1309
$476K ﹤0.01%
12,382
+727
1310
$476K ﹤0.01%
+2,426
1311
$474K ﹤0.01%
4,976
-1,684
1312
$473K ﹤0.01%
9,778
-76,619
1313
$472K ﹤0.01%
18,759
-4,035
1314
$468K ﹤0.01%
7,963
-40
1315
$467K ﹤0.01%
29,807
+534
1316
$466K ﹤0.01%
29,526
+3,255
1317
$463K ﹤0.01%
+16,668
1318
$463K ﹤0.01%
137,428
-31,216
1319
$463K ﹤0.01%
3,620
-31
1320
$461K ﹤0.01%
15,795
+1,294
1321
$461K ﹤0.01%
+2,594
1322
$458K ﹤0.01%
7,873
+33
1323
$457K ﹤0.01%
3,607
-6,036
1324
$452K ﹤0.01%
5,497
-130
1325
$449K ﹤0.01%
1,799
+540
51 52
53
54 55