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
1551
$437K ﹤0.01%
+16,835
1552
$437K ﹤0.01%
5,904
+555
1553
$436K ﹤0.01%
8,443
-158
1554
$435K ﹤0.01%
17,358
+166
1555
$433K ﹤0.01%
10,223
+1,173
1556
$433K ﹤0.01%
3,729
+250
1557
$433K ﹤0.01%
33,522
+4,772
1558
$431K ﹤0.01%
11,863
+4,951
1559
$430K ﹤0.01%
11,309
+837
1560
$430K ﹤0.01%
16,677
-687
1561
$429K ﹤0.01%
+30,007
1562
$429K ﹤0.01%
8,333
-1,199
1563
$428K ﹤0.01%
9,368
-7,405
1564
$426K ﹤0.01%
3,761
-1,019
1565
$426K ﹤0.01%
+6,413
1566
$426K ﹤0.01%
17,322
+5,694
1567
$425K ﹤0.01%
29,328
-8,573
1568
$423K ﹤0.01%
6,307
+740
1569
$418K ﹤0.01%
3,309
+204
1570
$418K ﹤0.01%
30,000
+12,500
1571
$418K ﹤0.01%
14,808
+2,533
1572
$417K ﹤0.01%
6,558
+700
1573
$416K ﹤0.01%
4,968
+10
1574
$416K ﹤0.01%
+4,313
1575
$414K ﹤0.01%
6,766
+544
61 62
63
64 65