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
1676
$113K ﹤0.01%
4,419
+44
1677
$109K ﹤0.01%
10,500
-35
1678
$105K ﹤0.01%
16,458
-8,681
1679
$103K ﹤0.01%
14,527
+27
1680
$96K ﹤0.01%
+13,780
1681
$95K ﹤0.01%
+19,870
1682
$95K ﹤0.01%
+10,735
1683
$94K ﹤0.01%
+960
1684
$84K ﹤0.01%
20,901
+2,011
1685
$80K ﹤0.01%
20,807
1686
$75K ﹤0.01%
14,257
-19,985
1687
$69K ﹤0.01%
+10,445
1688
$67K ﹤0.01%
+10,000
1689
$62K ﹤0.01%
11,785
-131,888
1690
$52K ﹤0.01%
3,487
-2,727
1691
$48K ﹤0.01%
17,237
-4,530
1692
$46K ﹤0.01%
10,000
1693
$43K ﹤0.01%
975
+35
1694
$35K ﹤0.01%
2,500
1695
$35K ﹤0.01%
1,375
+42
1696
$32K ﹤0.01%
+24,500
1697
$30K ﹤0.01%
10,300
-3,150
1698
$25K ﹤0.01%
2,505
1699
$24K ﹤0.01%
+50
1700
$19K ﹤0.01%
333
66 67
68
69 70