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
1551
$263K ﹤0.01%
9,550
1552
$262K ﹤0.01%
23,826
+7,148
1553
$262K ﹤0.01%
5,349
-2,085
1554
$261K ﹤0.01%
6,055
+373
1555
$261K ﹤0.01%
5,270
-1,525
1556
$259K ﹤0.01%
+14,667
1557
$258K ﹤0.01%
+16,140
1558
$257K ﹤0.01%
145,998
1559
$256K ﹤0.01%
+4,855
1560
$256K ﹤0.01%
2,460
-266
1561
$255K ﹤0.01%
3,426
+132
1562
$255K ﹤0.01%
+4,110
1563
$255K ﹤0.01%
+8,940
1564
$254K ﹤0.01%
+2,790
1565
$254K ﹤0.01%
+4,466
1566
$254K ﹤0.01%
8,616
1567
$253K ﹤0.01%
+8,410
1568
$252K ﹤0.01%
9,103
-231
1569
$252K ﹤0.01%
31,797
1570
$251K ﹤0.01%
+3,159
1571
$251K ﹤0.01%
6,251
-42
1572
$251K ﹤0.01%
10,942
+125
1573
$250K ﹤0.01%
+2,791
1574
$250K ﹤0.01%
24,782
-769
1575
$249K ﹤0.01%
1,095
-484
61 62
63
64 65