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
1701
$294K ﹤0.01%
9,070
+642
1702
$294K ﹤0.01%
4,942
-553
1703
$293K ﹤0.01%
5,527
+718
1704
$292K ﹤0.01%
4,921
+196
1705
$292K ﹤0.01%
4,174
+183
1706
$292K ﹤0.01%
+2,079
1707
$291K ﹤0.01%
1,247
-70
1708
$291K ﹤0.01%
2,612
+424
1709
$290K ﹤0.01%
3,526
+562
1710
$290K ﹤0.01%
3,934
1711
$289K ﹤0.01%
2,128
-2,861
1712
$289K ﹤0.01%
12,698
+2,392
1713
$288K ﹤0.01%
16,122
-11,555
1714
$287K ﹤0.01%
+7,010
1715
$286K ﹤0.01%
7,623
1716
$285K ﹤0.01%
12,145
-38
1717
$283K ﹤0.01%
1,447
+8
1718
$283K ﹤0.01%
2,833
1719
$282K ﹤0.01%
2,295
+50
1720
$281K ﹤0.01%
+3,433
1721
$280K ﹤0.01%
7,340
1722
$278K ﹤0.01%
16,743
-61
1723
$278K ﹤0.01%
3,438
-96
1724
$277K ﹤0.01%
+32,592
1725
$277K ﹤0.01%
11,877
+2,783
67 68
69
70 71