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
151
$66.2M 0.16%
78,935
+10,748
152
$65.2M 0.16%
331,318
+32,498
153
$64.5M 0.16%
740,045
-25,888
154
$64.3M 0.16%
286,165
-21,971
155
$63.4M 0.16%
1,365,637
+345,555
156
$61.8M 0.15%
1,001,423
+107,947
157
$61.6M 0.15%
219,884
+8,196
158
$61.3M 0.15%
653,054
+23,157
159
$59.5M 0.15%
458,016
+38,419
160
$59.3M 0.15%
466,174
+11,824
161
$58.9M 0.14%
445,711
+65,823
162
$57.7M 0.14%
340,898
+19,293
163
$57.3M 0.14%
1,437,186
+101,878
164
$56.6M 0.14%
257,460
-84,785
165
$56.5M 0.14%
704,346
+41,944
166
$55.7M 0.14%
2,280,561
+390,357
167
$55.6M 0.14%
195,724
-2,167
168
$54.7M 0.13%
135,279
+7,354
169
$54.2M 0.13%
137,370
+74,120
170
$52.9M 0.13%
720,214
+6,815
171
$52.9M 0.13%
1,442,701
+456,895
172
$52.6M 0.13%
66,557
+4,855
173
$52.3M 0.13%
2,565,606
-165,598
174
$51.6M 0.13%
896,822
+71,402
175
$50.8M 0.12%
339,935
+15,428
5 6
7
8 9