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
1526
$469K ﹤0.01%
+20,518
1527
$466K ﹤0.01%
30,480
+894
1528
$466K ﹤0.01%
1,185
-55
1529
$466K ﹤0.01%
2,180
+100
1530
$465K ﹤0.01%
5,479
+3,004
1531
$465K ﹤0.01%
2,879
+705
1532
$459K ﹤0.01%
7,986
-221
1533
$457K ﹤0.01%
4,833
-161
1534
$456K ﹤0.01%
9,182
+649
1535
$455K ﹤0.01%
6,005
+3,400
1536
$454K ﹤0.01%
148,998
+3,000
1537
$453K ﹤0.01%
9,994
+1,052
1538
$450K ﹤0.01%
42,094
+5,375
1539
$447K ﹤0.01%
9,063
-37
1540
$446K ﹤0.01%
23,588
1541
$446K ﹤0.01%
7,311
+3
1542
$446K ﹤0.01%
16,178
+1,225
1543
$443K ﹤0.01%
12,361
+3
1544
$442K ﹤0.01%
24,070
1545
$441K ﹤0.01%
6,601
+377
1546
$441K ﹤0.01%
+21,662
1547
$441K ﹤0.01%
29,265
1548
$438K ﹤0.01%
1,950
+33
1549
$437K ﹤0.01%
25,076
-9,083
1550
$437K ﹤0.01%
9,938
+335
60 61
62
63 64