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
1301
$815K ﹤0.01%
15,644
+319
1302
$815K ﹤0.01%
22,882
+8,620
1303
$814K ﹤0.01%
48,986
+2,013
1304
$807K ﹤0.01%
12,345
+697
1305
$806K ﹤0.01%
13,492
+537
1306
$806K ﹤0.01%
50,570
-70
1307
$800K ﹤0.01%
10,109
+331
1308
$800K ﹤0.01%
11,127
-353
1309
$796K ﹤0.01%
102,661
+3,228
1310
$795K ﹤0.01%
+8,078
1311
$794K ﹤0.01%
12,348
+123
1312
$794K ﹤0.01%
13,171
+577
1313
$793K ﹤0.01%
17,843
-2,133
1314
$786K ﹤0.01%
104,319
+45,712
1315
$786K ﹤0.01%
11,967
+266
1316
$785K ﹤0.01%
6,936
+361
1317
$783K ﹤0.01%
67,772
+1,760
1318
$780K ﹤0.01%
13,764
+918
1319
$777K ﹤0.01%
9,099
+435
1320
$776K ﹤0.01%
21,975
+1,106
1321
$775K ﹤0.01%
11,021
+234
1322
$773K ﹤0.01%
6,921
+1,677
1323
$772K ﹤0.01%
30,676
+412
1324
$771K ﹤0.01%
6,678
-11,728
1325
$770K ﹤0.01%
25,966
+9,492
51 52
53
54 55