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
1526
$281K ﹤0.01%
1,199
-53
1527
$281K ﹤0.01%
1,292
1528
$280K ﹤0.01%
17,000
1529
$279K ﹤0.01%
1,201
-258
1530
$279K ﹤0.01%
+9,477
1531
$278K ﹤0.01%
25,455
-14,121
1532
$278K ﹤0.01%
11,649
+768
1533
$278K ﹤0.01%
6,672
-8,596
1534
$278K ﹤0.01%
+1,832
1535
$277K ﹤0.01%
+1,462
1536
$277K ﹤0.01%
20,670
1537
$275K ﹤0.01%
4,500
1538
$272K ﹤0.01%
23,902
+289
1539
$272K ﹤0.01%
+6,232
1540
$271K ﹤0.01%
9,812
-732
1541
$271K ﹤0.01%
2,336
+17
1542
$270K ﹤0.01%
+9,200
1543
$268K ﹤0.01%
+5,136
1544
$266K ﹤0.01%
14,820
1545
$265K ﹤0.01%
3,044
1546
$265K ﹤0.01%
1,553
-7
1547
$264K ﹤0.01%
+6,236
1548
$264K ﹤0.01%
+2,547
1549
$264K ﹤0.01%
+3,948
1550
$264K ﹤0.01%
10,378
+166
60 61
62
63 64