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
1426
$600K ﹤0.01%
20,244
+6,948
1427
$599K ﹤0.01%
5,032
+172
1428
$599K ﹤0.01%
7,993
+278
1429
$598K ﹤0.01%
18,558
+1,714
1430
$597K ﹤0.01%
13,620
+4,443
1431
$596K ﹤0.01%
14,983
+107
1432
$594K ﹤0.01%
+6,526
1433
$593K ﹤0.01%
52,562
-1,604
1434
$592K ﹤0.01%
23,223
-504
1435
$590K ﹤0.01%
2,006
+361
1436
$587K ﹤0.01%
25,874
+3,933
1437
$586K ﹤0.01%
9,752
-465
1438
$585K ﹤0.01%
7,931
+506
1439
$581K ﹤0.01%
83,241
-6,647
1440
$580K ﹤0.01%
+20,726
1441
$578K ﹤0.01%
64,000
1442
$578K ﹤0.01%
7,727
1443
$577K ﹤0.01%
9,455
+553
1444
$577K ﹤0.01%
32,087
+1,482
1445
$577K ﹤0.01%
10,216
+5,223
1446
$576K ﹤0.01%
14,910
+3,433
1447
$575K ﹤0.01%
10,256
+2
1448
$574K ﹤0.01%
19,265
-437
1449
$572K ﹤0.01%
9,274
+46
1450
$571K ﹤0.01%
4,121
+180
56 57
58
59 60