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
1601
$226K ﹤0.01%
12,579
+467
1602
$223K ﹤0.01%
22,025
1603
$223K ﹤0.01%
+3,210
1604
$223K ﹤0.01%
73,151
+87
1605
$223K ﹤0.01%
5,337
-2,832
1606
$222K ﹤0.01%
+29,637
1607
$222K ﹤0.01%
+5,165
1608
$222K ﹤0.01%
+3,400
1609
$222K ﹤0.01%
16,750
+500
1610
$222K ﹤0.01%
12,281
1611
$222K ﹤0.01%
+14,136
1612
$221K ﹤0.01%
+3,719
1613
$220K ﹤0.01%
+3,077
1614
$220K ﹤0.01%
+3,909
1615
$217K ﹤0.01%
5,525
-1,694
1616
$217K ﹤0.01%
+11,445
1617
$216K ﹤0.01%
+5,541
1618
$216K ﹤0.01%
+1,503
1619
$216K ﹤0.01%
+7,757
1620
$215K ﹤0.01%
+2,800
1621
$214K ﹤0.01%
+2,806
1622
$214K ﹤0.01%
+4,770
1623
$214K ﹤0.01%
7,987
-4,108
1624
$213K ﹤0.01%
4,021
-1,570
1625
$213K ﹤0.01%
+6,907
63 64
65
66 67