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
1651
$343K ﹤0.01%
10,263
+2,484
1652
$342K ﹤0.01%
28,368
+6,346
1653
$342K ﹤0.01%
7,038
+902
1654
$341K ﹤0.01%
1,300
+84
1655
$341K ﹤0.01%
15,812
-332
1656
$338K ﹤0.01%
3,158
+506
1657
$336K ﹤0.01%
3,385
-25
1658
$336K ﹤0.01%
7,249
-2,041
1659
$335K ﹤0.01%
1,427
1660
$333K ﹤0.01%
+1,311
1661
$332K ﹤0.01%
15,594
-448
1662
$331K ﹤0.01%
10,078
+1,746
1663
$327K ﹤0.01%
5,107
-3,084
1664
$327K ﹤0.01%
5,715
-9,629
1665
$326K ﹤0.01%
+4,666
1666
$326K ﹤0.01%
+15,893
1667
$322K ﹤0.01%
3,692
-283
1668
$322K ﹤0.01%
+1,386
1669
$321K ﹤0.01%
5,333
+81
1670
$321K ﹤0.01%
+3,437
1671
$317K ﹤0.01%
16,997
-507
1672
$317K ﹤0.01%
1,445
-29
1673
$316K ﹤0.01%
3,779
-974
1674
$315K ﹤0.01%
44,996
+7,737
1675
$314K ﹤0.01%
3,894
+623
65 66
67
68 69