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
1426
$358K ﹤0.01%
28,486
+297
1427
$356K ﹤0.01%
5,803
-2,092
1428
$355K ﹤0.01%
3,434
-154
1429
$355K ﹤0.01%
+13,837
1430
$354K ﹤0.01%
23,593
-6,019
1431
$354K ﹤0.01%
3,512
+257
1432
$353K ﹤0.01%
13,082
-1,178
1433
$352K ﹤0.01%
21,894
+2,473
1434
$351K ﹤0.01%
3,287
+401
1435
$351K ﹤0.01%
17,534
-2,340
1436
$350K ﹤0.01%
6,264
+1,186
1437
$350K ﹤0.01%
13,271
+1,713
1438
$349K ﹤0.01%
7,653
+445
1439
$348K ﹤0.01%
9,907
+30
1440
$346K ﹤0.01%
4,892
+20
1441
$346K ﹤0.01%
8,399
-783
1442
$345K ﹤0.01%
1,885
+260
1443
$345K ﹤0.01%
11,425
+105
1444
$344K ﹤0.01%
5,240
-1,598
1445
$344K ﹤0.01%
10,678
-1,394
1446
$343K ﹤0.01%
10,559
-18,078
1447
$343K ﹤0.01%
8,518
+1,305
1448
$343K ﹤0.01%
+9,266
1449
$341K ﹤0.01%
9,805
1450
$341K ﹤0.01%
2,958
-747
56 57
58
59 60