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
1401
$378K ﹤0.01%
9,717
+248
1402
$378K ﹤0.01%
1,747
-92
1403
$377K ﹤0.01%
8,354
+205
1404
$375K ﹤0.01%
2,878
+929
1405
$374K ﹤0.01%
5,112
-645
1406
$373K ﹤0.01%
5,862
+1,192
1407
$373K ﹤0.01%
+70,847
1408
$370K ﹤0.01%
+3,713
1409
$368K ﹤0.01%
6,630
+523
1410
$367K ﹤0.01%
1,584
+42
1411
$367K ﹤0.01%
4,480
-741
1412
$366K ﹤0.01%
2,766
+353
1413
$366K ﹤0.01%
687
-27
1414
$366K ﹤0.01%
1,647
-88
1415
$365K ﹤0.01%
3,606
-239
1416
$364K ﹤0.01%
16,956
+63
1417
$364K ﹤0.01%
+167,000
1418
$364K ﹤0.01%
8,604
-713
1419
$364K ﹤0.01%
27,850
-8,000
1420
$363K ﹤0.01%
+1,476
1421
$361K ﹤0.01%
+7,200
1422
$359K ﹤0.01%
3,330
1423
$359K ﹤0.01%
3,771
-385
1424
$359K ﹤0.01%
10,037
+80
1425
$358K ﹤0.01%
14,232
-1,057
55 56
57
58 59