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
1476
$317K ﹤0.01%
6,771
-225
1477
$317K ﹤0.01%
5,487
1478
$317K ﹤0.01%
8,476
-9,894
1479
$316K ﹤0.01%
7,114
+77
1480
$314K ﹤0.01%
4,837
+317
1481
$314K ﹤0.01%
10,160
+936
1482
$313K ﹤0.01%
4,279
+292
1483
$311K ﹤0.01%
+9,925
1484
$310K ﹤0.01%
5,487
+439
1485
$310K ﹤0.01%
5,015
1486
$307K ﹤0.01%
9,318
-360
1487
$307K ﹤0.01%
1,750
+9
1488
$307K ﹤0.01%
+5,766
1489
$306K ﹤0.01%
+3,276
1490
$305K ﹤0.01%
307
+42
1491
$305K ﹤0.01%
14,097
-2,228
1492
$302K ﹤0.01%
4,587
-485
1493
$301K ﹤0.01%
1,410
-261
1494
$301K ﹤0.01%
+3,660
1495
$301K ﹤0.01%
+16,986
1496
$301K ﹤0.01%
1,964
-81
1497
$300K ﹤0.01%
5,210
+871
1498
$299K ﹤0.01%
11,072
-156
1499
$299K ﹤0.01%
2,418
-1,134
1500
$296K ﹤0.01%
8,110
-630
58 59
60
61 62