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
1376
$691K ﹤0.01%
40,330
-19,548
1377
$689K ﹤0.01%
15,662
+4,147
1378
$688K ﹤0.01%
10,270
-1,224
1379
$686K ﹤0.01%
+22,479
1380
$686K ﹤0.01%
7,267
+266
1381
$684K ﹤0.01%
20,765
+1,182
1382
$683K ﹤0.01%
25,332
-3,931
1383
$683K ﹤0.01%
11,131
+526
1384
$682K ﹤0.01%
10,294
+111
1385
$678K ﹤0.01%
31,281
+5,617
1386
$677K ﹤0.01%
11,227
-416
1387
$670K ﹤0.01%
8,602
+3,663
1388
$670K ﹤0.01%
80,111
1389
$668K ﹤0.01%
26,932
-226
1390
$667K ﹤0.01%
7,672
+129
1391
$667K ﹤0.01%
35,062
+5,118
1392
$666K ﹤0.01%
28,197
+6,214
1393
$666K ﹤0.01%
36,969
+2,142
1394
$665K ﹤0.01%
10,970
-1,469
1395
$664K ﹤0.01%
5,159
+629
1396
$662K ﹤0.01%
8,696
+1,016
1397
$662K ﹤0.01%
3,758
+584
1398
$661K ﹤0.01%
16,638
-9,462
1399
$660K ﹤0.01%
9,750
+2,000
1400
$657K ﹤0.01%
8,161
-140,550
54 55
56
57 58