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
1351
$739K ﹤0.01%
13,253
+5,606
1352
$739K ﹤0.01%
+12,143
1353
$738K ﹤0.01%
14,377
-73
1354
$736K ﹤0.01%
7,273
+459
1355
$736K ﹤0.01%
18,206
+12,886
1356
$735K ﹤0.01%
24,650
-840
1357
$732K ﹤0.01%
40,680
+5,919
1358
$729K ﹤0.01%
7,697
+236
1359
$729K ﹤0.01%
4,450
+727
1360
$728K ﹤0.01%
12,233
+1,147
1361
$725K ﹤0.01%
14,032
+696
1362
$722K ﹤0.01%
4,813
-8,877
1363
$722K ﹤0.01%
50,623
+613
1364
$722K ﹤0.01%
13,180
+2,652
1365
$716K ﹤0.01%
12,542
+1,133
1366
$716K ﹤0.01%
19,568
+981
1367
$712K ﹤0.01%
6,892
+216
1368
$710K ﹤0.01%
31,683
-130,165
1369
$708K ﹤0.01%
14,644
+465
1370
$702K ﹤0.01%
6,355
-242
1371
$700K ﹤0.01%
12,188
+4,209
1372
$698K ﹤0.01%
7,168
+215
1373
$696K ﹤0.01%
7,907
+993
1374
$694K ﹤0.01%
1,492
+212
1375
$691K ﹤0.01%
5,657
+3,527
53 54
55
56 57