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
1451
$570K ﹤0.01%
2,950
+441
1452
$569K ﹤0.01%
21,333
+284
1453
$568K ﹤0.01%
17,353
+73
1454
$568K ﹤0.01%
3,343
-1,201
1455
$564K ﹤0.01%
6,859
+150
1456
$564K ﹤0.01%
13,262
-1,532
1457
$563K ﹤0.01%
5,083
-6
1458
$563K ﹤0.01%
9,098
-309
1459
$562K ﹤0.01%
37,802
+1,393
1460
$560K ﹤0.01%
22,551
-37
1461
$559K ﹤0.01%
8,684
-72
1462
$557K ﹤0.01%
10,120
-1,173
1463
$552K ﹤0.01%
14,983
+489
1464
$548K ﹤0.01%
13,138
-98
1465
$546K ﹤0.01%
28,692
+854
1466
$544K ﹤0.01%
9,690
+53
1467
$543K ﹤0.01%
+1,347
1468
$542K ﹤0.01%
7,855
1469
$541K ﹤0.01%
9,792
+5,829
1470
$541K ﹤0.01%
8,738
+336
1471
$540K ﹤0.01%
8,741
-3,661
1472
$540K ﹤0.01%
7,521
+2,138
1473
$538K ﹤0.01%
9,214
-11,181
1474
$537K ﹤0.01%
34,636
+1,165
1475
$537K ﹤0.01%
36,693
+265
57 58
59
60 61