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
1451
$339K ﹤0.01%
8,747
-14,711
1452
$338K ﹤0.01%
3,595
-224
1453
$337K ﹤0.01%
+8,310
1454
$337K ﹤0.01%
7,134
-1,032
1455
$336K ﹤0.01%
6,216
+798
1456
$335K ﹤0.01%
2,537
-19
1457
$335K ﹤0.01%
+4,408
1458
$335K ﹤0.01%
15,850
1459
$335K ﹤0.01%
8,299
+871
1460
$335K ﹤0.01%
4,660
-99
1461
$334K ﹤0.01%
18,093
+1,050
1462
$334K ﹤0.01%
12,019
-3,440
1463
$330K ﹤0.01%
3,773
+432
1464
$330K ﹤0.01%
+2,711
1465
$329K ﹤0.01%
3,535
-775
1466
$327K ﹤0.01%
2,369
+111
1467
$327K ﹤0.01%
1,830
+17
1468
$325K ﹤0.01%
4,616
1469
$323K ﹤0.01%
3,729
1470
$322K ﹤0.01%
6,745
+370
1471
$320K ﹤0.01%
6,207
+381
1472
$320K ﹤0.01%
9,438
-1,092
1473
$319K ﹤0.01%
+9,038
1474
$318K ﹤0.01%
9,594
+1,788
1475
$318K ﹤0.01%
+3,765
57 58
59
60 61