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
1376
$397K ﹤0.01%
40,201
+16,038
1377
$396K ﹤0.01%
13,381
-2,037
1378
$394K ﹤0.01%
17,175
+69
1379
$394K ﹤0.01%
19,191
+357
1380
$393K ﹤0.01%
+4,370
1381
$393K ﹤0.01%
26,130
+1,683
1382
$393K ﹤0.01%
7,036
+101
1383
$393K ﹤0.01%
2,349
1384
$392K ﹤0.01%
9,020
-173
1385
$391K ﹤0.01%
15,919
+155
1386
$391K ﹤0.01%
4,084
+79
1387
$391K ﹤0.01%
5,451
-4,438
1388
$391K ﹤0.01%
2,634
-382
1389
$390K ﹤0.01%
+7,608
1390
$388K ﹤0.01%
11,399
-15,244
1391
$387K ﹤0.01%
+4,740
1392
$387K ﹤0.01%
+5,031
1393
$384K ﹤0.01%
61,902
+29,794
1394
$384K ﹤0.01%
1,920
-103
1395
$384K ﹤0.01%
27,050
+4,601
1396
$382K ﹤0.01%
3,155
+152
1397
$382K ﹤0.01%
13,855
+4,816
1398
$380K ﹤0.01%
22,370
+570
1399
$379K ﹤0.01%
+4,932
1400
$379K ﹤0.01%
2,065
-126
54 55
56
57 58