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
1351
$424K ﹤0.01%
2,802
-837
1352
$424K ﹤0.01%
12,584
+1,691
1353
$423K ﹤0.01%
7,581
-624
1354
$423K ﹤0.01%
+4,414
1355
$423K ﹤0.01%
2,821
+124
1356
$421K ﹤0.01%
2,185
-62
1357
$421K ﹤0.01%
7,644
+419
1358
$421K ﹤0.01%
18,239
-8,254
1359
$419K ﹤0.01%
15,751
+474
1360
$419K ﹤0.01%
5,457
-272
1361
$418K ﹤0.01%
21,846
-290
1362
$418K ﹤0.01%
2,666
-10
1363
$418K ﹤0.01%
29,024
+3,007
1364
$416K ﹤0.01%
1,523
-1,800
1365
$414K ﹤0.01%
3,059
-2,747
1366
$413K ﹤0.01%
6,405
-185
1367
$413K ﹤0.01%
41,585
-10,980
1368
$412K ﹤0.01%
20,402
-1,544
1369
$411K ﹤0.01%
8,642
+31
1370
$409K ﹤0.01%
13,468
-1,136
1371
$408K ﹤0.01%
3,950
+836
1372
$405K ﹤0.01%
31,856
+1,036
1373
$405K ﹤0.01%
27,829
+243
1374
$402K ﹤0.01%
5,264
+766
1375
$401K ﹤0.01%
+180
53 54
55
56 57