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
1326
$767K ﹤0.01%
9,860
+200
1327
$766K ﹤0.01%
3,851
+135
1328
$760K ﹤0.01%
9,787
-74,282
1329
$758K ﹤0.01%
26,824
+3,104
1330
$757K ﹤0.01%
30,110
-442
1331
$756K ﹤0.01%
+9,574
1332
$756K ﹤0.01%
23,974
-1,429
1333
$755K ﹤0.01%
20,943
+119
1334
$753K ﹤0.01%
20,193
-241
1335
$752K ﹤0.01%
9,278
+722
1336
$752K ﹤0.01%
18,425
-4,028
1337
$752K ﹤0.01%
23,247
+604
1338
$748K ﹤0.01%
34,672
-600
1339
$748K ﹤0.01%
13,328
+182
1340
$748K ﹤0.01%
4,079
+174
1341
$748K ﹤0.01%
15,439
+168
1342
$747K ﹤0.01%
93,320
+9,215
1343
$746K ﹤0.01%
54,877
+998
1344
$744K ﹤0.01%
8,562
-57
1345
$743K ﹤0.01%
16,269
+580
1346
$743K ﹤0.01%
22,275
+1,676
1347
$742K ﹤0.01%
+56,706
1348
$741K ﹤0.01%
16,351
+103
1349
$740K ﹤0.01%
17,597
+557
1350
$740K ﹤0.01%
53,928
-6,302
52 53
54
55 56