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
1626
$213K ﹤0.01%
11,743
-217
1627
$212K ﹤0.01%
+2,747
1628
$212K ﹤0.01%
41,593
1629
$212K ﹤0.01%
+6,772
1630
$211K ﹤0.01%
3,032
-479
1631
$211K ﹤0.01%
10,685
+449
1632
$211K ﹤0.01%
+4,097
1633
$210K ﹤0.01%
+2,446
1634
$207K ﹤0.01%
+1,371
1635
$207K ﹤0.01%
+11,961
1636
$206K ﹤0.01%
+4,766
1637
$206K ﹤0.01%
+6,740
1638
$206K ﹤0.01%
10,125
-5,467
1639
$205K ﹤0.01%
2,950
-501
1640
$205K ﹤0.01%
+2,430
1641
$205K ﹤0.01%
12,976
1642
$205K ﹤0.01%
+15,307
1643
$204K ﹤0.01%
+913
1644
$204K ﹤0.01%
+8,763
1645
$204K ﹤0.01%
+1,762
1646
$203K ﹤0.01%
+1,104
1647
$202K ﹤0.01%
15,000
1648
$202K ﹤0.01%
1,899
-89
1649
$201K ﹤0.01%
+4,955
1650
$201K ﹤0.01%
8,671
-4,898
64 65
66
67 68