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
1576
$246K ﹤0.01%
10,460
-3,880
1577
$242K ﹤0.01%
3,913
-393
1578
$242K ﹤0.01%
7,262
-938
1579
$242K ﹤0.01%
5,745
+138
1580
$242K ﹤0.01%
19,030
-7,104
1581
$241K ﹤0.01%
+4,805
1582
$241K ﹤0.01%
+2,967
1583
$239K ﹤0.01%
+1,538
1584
$238K ﹤0.01%
+3,136
1585
$237K ﹤0.01%
5,803
-6,157
1586
$237K ﹤0.01%
+1,892
1587
$236K ﹤0.01%
5,509
1588
$235K ﹤0.01%
+4,575
1589
$235K ﹤0.01%
3,853
-1,456
1590
$232K ﹤0.01%
5,859
-7,000
1591
$230K ﹤0.01%
+2,821
1592
$229K ﹤0.01%
+9,670
1593
$229K ﹤0.01%
+3,047
1594
$228K ﹤0.01%
18,140
-225
1595
$228K ﹤0.01%
+570
1596
$228K ﹤0.01%
34,228
+11,239
1597
$228K ﹤0.01%
4,071
-153
1598
$227K ﹤0.01%
2,594
-124
1599
$227K ﹤0.01%
+7,713
1600
$227K ﹤0.01%
16,826
-5,380
62 63
64
65 66