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
1676
$313K ﹤0.01%
14,820
1677
$312K ﹤0.01%
1,111
-30
1678
$311K ﹤0.01%
7,517
-1,139
1679
$310K ﹤0.01%
11,782
+1,504
1680
$310K ﹤0.01%
9,407
+321
1681
$309K ﹤0.01%
734
-99
1682
$308K ﹤0.01%
+15,714
1683
$308K ﹤0.01%
+3,577
1684
$307K ﹤0.01%
8,860
+56
1685
$307K ﹤0.01%
6,669
-138
1686
$306K ﹤0.01%
11,136
+18
1687
$306K ﹤0.01%
20,131
+3,033
1688
$305K ﹤0.01%
15,000
1689
$305K ﹤0.01%
3,413
-28
1690
$305K ﹤0.01%
3,083
+86
1691
$305K ﹤0.01%
3,028
-633
1692
$304K ﹤0.01%
3,419
-326
1693
$302K ﹤0.01%
5,713
+830
1694
$302K ﹤0.01%
+2,086
1695
$302K ﹤0.01%
3,375
+1,100
1696
$302K ﹤0.01%
4,502
-54
1697
$301K ﹤0.01%
83,276
+496
1698
$298K ﹤0.01%
9,400
-286
1699
$295K ﹤0.01%
10,777
-6,520
1700
$295K ﹤0.01%
6,123
66 67
68
69 70