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
1626
$368K ﹤0.01%
5,492
-414
1627
$366K ﹤0.01%
7,268
+333
1628
$364K ﹤0.01%
7,437
+205
1629
$364K ﹤0.01%
4,122
+52
1630
$363K ﹤0.01%
14,810
-3,874
1631
$361K ﹤0.01%
56,527
+3,280
1632
$359K ﹤0.01%
2,570
+67
1633
$358K ﹤0.01%
4,118
-25
1634
$357K ﹤0.01%
+18,394
1635
$357K ﹤0.01%
22,358
+4,703
1636
$357K ﹤0.01%
16,068
+133
1637
$356K ﹤0.01%
18,560
-6,895
1638
$354K ﹤0.01%
10,284
+576
1639
$353K ﹤0.01%
14,850
+3,400
1640
$351K ﹤0.01%
5,443
-14,755
1641
$351K ﹤0.01%
31,893
+10,179
1642
$351K ﹤0.01%
22,298
+756
1643
$350K ﹤0.01%
7,490
+893
1644
$350K ﹤0.01%
7,343
1645
$349K ﹤0.01%
6,932
-361,836
1646
$348K ﹤0.01%
4,479
-546
1647
$345K ﹤0.01%
8,067
+161
1648
$345K ﹤0.01%
+9,081
1649
$344K ﹤0.01%
3,850
+298
1650
$343K ﹤0.01%
12,061
-36
64 65
66
67 68