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
126
$57.9M 0.19%
388,745
+33,735
127
$57.6M 0.19%
508,009
+9,160
128
$57.4M 0.19%
1,124,918
-32,191
129
$55.6M 0.18%
814,726
-175,557
130
$55M 0.18%
325,995
-1,905
131
$55M 0.18%
805,528
+109,542
132
$54.4M 0.18%
156,296
+15,475
133
$53.9M 0.17%
780,476
-6,992
134
$53.8M 0.17%
176,209
+9,330
135
$53.5M 0.17%
294,065
+39,502
136
$53.4M 0.17%
229,478
+55,620
137
$52.9M 0.17%
817,150
-12,953
138
$52.5M 0.17%
72,815
+1,844
139
$52.5M 0.17%
436,736
+100,505
140
$52.3M 0.17%
299,101
+28,415
141
$52.2M 0.17%
401,444
-180,332
142
$51.6M 0.17%
237,110
+22,023
143
$51.4M 0.17%
559,922
+182,394
144
$50.5M 0.16%
354,971
-13,728
145
$50M 0.16%
1,639,467
-42,243
146
$48.6M 0.16%
288,470
-8,558
147
$47.6M 0.15%
2,373,300
+766,763
148
$47.2M 0.15%
212,175
+30,145
149
$47.2M 0.15%
1,599,513
-46
150
$45.3M 0.15%
564,063
+37,507
4 5
6
7 8