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
1501
$494K ﹤0.01%
14,287
+773
1502
$493K ﹤0.01%
17,064
-704
1503
$492K ﹤0.01%
11,707
-145
1504
$491K ﹤0.01%
13,455
+710
1505
$491K ﹤0.01%
30,006
+8,641
1506
$490K ﹤0.01%
2,602
+54
1507
$490K ﹤0.01%
9,167
+1,315
1508
$490K ﹤0.01%
3,514
+728
1509
$490K ﹤0.01%
6,733
1510
$489K ﹤0.01%
3,372
+488
1511
$488K ﹤0.01%
43,836
-6,459
1512
$486K ﹤0.01%
2,052
+88
1513
$486K ﹤0.01%
9,142
+2,276
1514
$480K ﹤0.01%
+27,409
1515
$478K ﹤0.01%
19,131
+455
1516
$478K ﹤0.01%
5,818
+40
1517
$478K ﹤0.01%
5,366
-24
1518
$477K ﹤0.01%
5,579
+2,504
1519
$475K ﹤0.01%
11,471
+513
1520
$474K ﹤0.01%
8,529
-44
1521
$473K ﹤0.01%
3,726
+424
1522
$472K ﹤0.01%
7,890
1523
$471K ﹤0.01%
19,137
+8,876
1524
$471K ﹤0.01%
2,534
1525
$469K ﹤0.01%
11,842
+89
59 60
61
62 63