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
1326
$449K ﹤0.01%
5,285
-50
1327
$448K ﹤0.01%
9,856
-5,966
1328
$448K ﹤0.01%
14,109
+2,739
1329
$448K ﹤0.01%
2,175
+121
1330
$447K ﹤0.01%
27,433
-5,908
1331
$446K ﹤0.01%
15,299
-47,549
1332
$444K ﹤0.01%
7,267
+41
1333
$443K ﹤0.01%
31,339
-9,928
1334
$442K ﹤0.01%
15,188
+635
1335
$440K ﹤0.01%
11,801
-711
1336
$440K ﹤0.01%
8,114
+836
1337
$439K ﹤0.01%
11,955
-528
1338
$439K ﹤0.01%
9,985
+1,367
1339
$437K ﹤0.01%
5,347
+438
1340
$435K ﹤0.01%
64,000
1341
$435K ﹤0.01%
14,199
-1,055
1342
$435K ﹤0.01%
2,621
-155
1343
$434K ﹤0.01%
2,080
1344
$432K ﹤0.01%
9,429
+79
1345
$432K ﹤0.01%
+4,075
1346
$431K ﹤0.01%
5,540
+24
1347
$428K ﹤0.01%
+5,847
1348
$427K ﹤0.01%
8,006
+518
1349
$424K ﹤0.01%
11,763
-47
1350
$424K ﹤0.01%
1,549
+117
52 53
54
55 56