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
1476
$532K ﹤0.01%
+19,540
1477
$531K ﹤0.01%
15,734
-64
1478
$529K ﹤0.01%
43,581
+27,598
1479
$527K ﹤0.01%
4,998
+625
1480
$527K ﹤0.01%
3,515
-971
1481
$525K ﹤0.01%
22,117
+1,709
1482
$525K ﹤0.01%
69,678
+22,005
1483
$523K ﹤0.01%
5,186
-19,408
1484
$522K ﹤0.01%
12,494
+1,238
1485
$520K ﹤0.01%
51,297
+14,739
1486
$518K ﹤0.01%
4,387
-2,291
1487
$518K ﹤0.01%
32,979
+89
1488
$517K ﹤0.01%
+4,659
1489
$516K ﹤0.01%
29,179
+1,474
1490
$514K ﹤0.01%
4,739
+450
1491
$513K ﹤0.01%
12,044
+604
1492
$511K ﹤0.01%
4,973
+6
1493
$510K ﹤0.01%
+10,793
1494
$510K ﹤0.01%
2,490
+147
1495
$505K ﹤0.01%
7,786
-9
1496
$503K ﹤0.01%
13,327
+1,745
1497
$499K ﹤0.01%
35,327
+3,530
1498
$498K ﹤0.01%
7,619
+82
1499
$497K ﹤0.01%
8,176
-1,452
1500
$495K ﹤0.01%
3,996
+864
58 59
60
61 62