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
1401
$648K ﹤0.01%
39,836
+8,047
1402
$648K ﹤0.01%
45,535
-8,166
1403
$643K ﹤0.01%
8,319
+2,023
1404
$641K ﹤0.01%
30,256
+24,934
1405
$637K ﹤0.01%
13,612
+1,823
1406
$637K ﹤0.01%
24,785
-900
1407
$634K ﹤0.01%
16,276
-1,508
1408
$634K ﹤0.01%
23,600
+10,341
1409
$633K ﹤0.01%
15,438
-576
1410
$627K ﹤0.01%
7,129
-580
1411
$625K ﹤0.01%
+1,349
1412
$624K ﹤0.01%
15,969
+1,422
1413
$624K ﹤0.01%
21,096
-6,638
1414
$623K ﹤0.01%
1,058
+208
1415
$622K ﹤0.01%
7,422
+533
1416
$620K ﹤0.01%
25,000
1417
$619K ﹤0.01%
10,416
1418
$618K ﹤0.01%
3,593
+379
1419
$617K ﹤0.01%
89,997
+70,277
1420
$617K ﹤0.01%
15,721
+299
1421
$614K ﹤0.01%
16,154
+551
1422
$614K ﹤0.01%
6,432
+844
1423
$609K ﹤0.01%
5,475
+76
1424
$604K ﹤0.01%
3,577
+1,222
1425
$600K ﹤0.01%
3,463
+29
55 56
57
58 59