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
151
$45.2M 0.15%
137,440
+9,314
152
$44.8M 0.15%
3,277,226
+993,976
153
$43.5M 0.14%
158,249
-1,030
154
$43.5M 0.14%
889,034
+293,080
155
$43.3M 0.14%
176,859
+18,993
156
$43M 0.14%
736,088
-68,901
157
$42.9M 0.14%
1,363,258
+420,996
158
$42.8M 0.14%
392,486
-8,808
159
$42.7M 0.14%
159,605
-57
160
$42.4M 0.14%
198,191
+19,973
161
$42.2M 0.14%
494,326
+224,869
162
$42M 0.14%
185,047
+17,303
163
$41.8M 0.14%
450,680
-62,757
164
$41.8M 0.14%
456,917
+15,156
165
$41.2M 0.13%
92,350
+11,656
166
$40.8M 0.13%
735,629
+376,337
167
$40.5M 0.13%
347,836
+30,752
168
$40.4M 0.13%
408,945
+11,775
169
$39.8M 0.13%
785,478
+77,516
170
$39.7M 0.13%
1,110,819
+698,556
171
$39.6M 0.13%
1,033,077
+280,113
172
$39M 0.13%
426,223
+6,686
173
$39M 0.13%
304,718
+74,826
174
$39M 0.13%
147,864
+19,299
175
$38.3M 0.12%
405,064
+345,187
5 6
7
8 9