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
1576
$413K ﹤0.01%
9,706
+81
1577
$413K ﹤0.01%
2,674
-22
1578
$413K ﹤0.01%
7,350
1579
$412K ﹤0.01%
4,318
-3,835
1580
$410K ﹤0.01%
5,085
-25
1581
$410K ﹤0.01%
12,114
-702
1582
$409K ﹤0.01%
16,600
-79
1583
$407K ﹤0.01%
1,961
+781
1584
$406K ﹤0.01%
15,865
+3,278
1585
$404K ﹤0.01%
+9,425
1586
$404K ﹤0.01%
3,778
+155
1587
$404K ﹤0.01%
3,277
+986
1588
$403K ﹤0.01%
1,554
+61
1589
$402K ﹤0.01%
5,871
+419
1590
$402K ﹤0.01%
7,218
1591
$398K ﹤0.01%
4,917
+2,005
1592
$397K ﹤0.01%
8,032
-515
1593
$396K ﹤0.01%
7,070
+251
1594
$395K ﹤0.01%
1,955
-30
1595
$395K ﹤0.01%
11,914
+1,671
1596
$394K ﹤0.01%
9,329
-2,949
1597
$393K ﹤0.01%
5,875
1598
$393K ﹤0.01%
14,080
+800
1599
$392K ﹤0.01%
2,802
+570
1600
$391K ﹤0.01%
8,465
62 63
64
65 66