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
126
$78.9M 0.19%
374,420
-120,955
127
$78.8M 0.19%
1,004,171
-22,849
128
$78.3M 0.19%
326,447
+48,881
129
$77.7M 0.19%
572,800
+139,250
130
$76.9M 0.19%
2,115,400
+146,300
131
$76.3M 0.19%
1,315,960
+92,619
132
$76.1M 0.19%
392,084
+5,727
133
$75M 0.18%
1,596,031
+89,292
134
$73.9M 0.18%
495,211
+13,983
135
$73.8M 0.18%
950,976
+43,778
136
$73.5M 0.18%
4,395,555
+408,211
137
$73M 0.18%
316,024
+3,874
138
$72.8M 0.18%
376,227
+22,890
139
$72M 0.18%
696,281
+71,409
140
$71.3M 0.17%
425,193
+82,126
141
$71.2M 0.17%
370,925
-7,771
142
$70.7M 0.17%
1,366,211
+51,745
143
$70.3M 0.17%
836,699
+130,324
144
$70.2M 0.17%
421,491
+41,644
145
$70.1M 0.17%
259,040
+7,594
146
$67.9M 0.17%
169,142
+13,272
147
$67.7M 0.17%
797,629
+10,008
148
$67.1M 0.16%
529,369
+340,700
149
$67.1M 0.16%
239,828
+34,296
150
$66.7M 0.16%
1,878,305
+294,655
4 5
6
7 8