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
1601
$390K ﹤0.01%
4,006
+100
1602
$390K ﹤0.01%
24,687
-223
1603
$389K ﹤0.01%
7,622
+48
1604
$388K ﹤0.01%
3,858
+215
1605
$387K ﹤0.01%
15,024
-1,815
1606
$387K ﹤0.01%
5,700
-323
1607
$387K ﹤0.01%
9,944
+7
1608
$380K ﹤0.01%
4,402
+1,889
1609
$380K ﹤0.01%
7,886
-57
1610
$380K ﹤0.01%
14,138
+1,819
1611
$380K ﹤0.01%
10,786
1612
$379K ﹤0.01%
5,590
1613
$379K ﹤0.01%
2,461
+232
1614
$378K ﹤0.01%
3,940
+275
1615
$378K ﹤0.01%
36,421
1616
$378K ﹤0.01%
8,393
+3,610
1617
$377K ﹤0.01%
1,630
+2
1618
$376K ﹤0.01%
+9,671
1619
$376K ﹤0.01%
11,136
+228
1620
$375K ﹤0.01%
8,407
-100
1621
$374K ﹤0.01%
4,598
+24
1622
$374K ﹤0.01%
5,825
+3
1623
$372K ﹤0.01%
36,087
+1,449
1624
$371K ﹤0.01%
6,623
-22,855
1625
$369K ﹤0.01%
7,028
-123
63 64
65
66 67