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
1701
$12K ﹤0.01%
500
1702
$11K ﹤0.01%
732
1703
– –
-545,467
1704
– –
-122,267
1705
– –
-2,888
1706
– –
-17,638
1707
– –
-3,529
1708
– –
-803
1709
– –
-12,843
1710
– –
-37,922
1711
– –
-149,896
1712
– –
-10,447
1713
– –
-10,068
1714
– –
-48,450
1715
– –
-9,253
1716
– –
-12,242
1717
– –
-28,785
1718
– –
-10,510
1719
– –
-7,641
1720
– –
-13,329
1721
– –
-69,529
1722
– –
-12,448
1723
– –
-116,115
1724
– –
-181,217
1725
– –
-5,429
67 68
69
70 71