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
1651
$197K ﹤0.01%
773
-182
1652
$188K ﹤0.01%
20,000
1653
$187K ﹤0.01%
10,000
1654
$185K ﹤0.01%
15,399
+103
1655
$184K ﹤0.01%
1,701
+134
1656
$179K ﹤0.01%
5,649
-2,540
1657
$178K ﹤0.01%
10,388
-22,923
1658
$176K ﹤0.01%
11,179
-494
1659
$166K ﹤0.01%
21,040
-236
1660
$164K ﹤0.01%
20,114
-950
1661
$163K ﹤0.01%
+10,000
1662
$157K ﹤0.01%
19,884
-792
1663
$156K ﹤0.01%
31,116
1664
$153K ﹤0.01%
15,680
-7,362
1665
$146K ﹤0.01%
11,769
1666
$146K ﹤0.01%
12,573
+2,073
1667
$145K ﹤0.01%
11,673
-1,289
1668
$143K ﹤0.01%
36,560
+4,356
1669
$138K ﹤0.01%
11,552
-718
1670
$135K ﹤0.01%
+8,706
1671
$134K ﹤0.01%
+17,000
1672
$127K ﹤0.01%
20,602
-6,201
1673
$121K ﹤0.01%
17,791
-3,713
1674
$119K ﹤0.01%
+11,535
1675
$116K ﹤0.01%
10,485
-1,492
65 66
67
68 69