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
1501
$296K ﹤0.01%
3,722
+56
1502
$295K ﹤0.01%
1,441
-341
1503
$294K ﹤0.01%
3,530
+176
1504
$294K ﹤0.01%
15,286
-90
1505
$293K ﹤0.01%
+17,468
1506
$292K ﹤0.01%
+36,421
1507
$291K ﹤0.01%
2,465
+164
1508
$290K ﹤0.01%
13,246
-6,489
1509
$290K ﹤0.01%
+4,289
1510
$289K ﹤0.01%
+4,128
1511
$288K ﹤0.01%
+12,481
1512
$288K ﹤0.01%
1,342
-319
1513
$288K ﹤0.01%
3,325
-304
1514
$287K ﹤0.01%
9,694
+726
1515
$287K ﹤0.01%
+13,520
1516
$286K ﹤0.01%
2,081
+78
1517
$285K ﹤0.01%
3,261
-83
1518
$285K ﹤0.01%
19,049
+3,415
1519
$284K ﹤0.01%
9,776
+727
1520
$284K ﹤0.01%
54,929
+54
1521
$284K ﹤0.01%
16,797
+1,108
1522
$283K ﹤0.01%
+5,629
1523
$283K ﹤0.01%
3,654
-920
1524
$282K ﹤0.01%
4,075
-76
1525
$282K ﹤0.01%
+375
59 60
61
62 63