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
1726
$277K ﹤0.01%
4,696
+2
1727
$276K ﹤0.01%
5,660
-2,112
1728
$275K ﹤0.01%
6,208
+40
1729
$275K ﹤0.01%
12,368
-115
1730
$274K ﹤0.01%
6,413
1731
$274K ﹤0.01%
+9,946
1732
$274K ﹤0.01%
+12,982
1733
$273K ﹤0.01%
10,034
+104
1734
$272K ﹤0.01%
9,298
+1,522
1735
$272K ﹤0.01%
37,875
-361
1736
$272K ﹤0.01%
9,401
1737
$272K ﹤0.01%
24,300
+3,978
1738
$272K ﹤0.01%
18,156
+16
1739
$271K ﹤0.01%
3,241
+10
1740
$271K ﹤0.01%
+3,382
1741
$269K ﹤0.01%
12,388
+8
1742
$268K ﹤0.01%
+9,447
1743
$267K ﹤0.01%
+20,160
1744
$267K ﹤0.01%
+12,839
1745
$266K ﹤0.01%
17,409
+841
1746
$266K ﹤0.01%
10,639
-1,264
1747
$265K ﹤0.01%
16,250
1748
$264K ﹤0.01%
3,647
-872
1749
$263K ﹤0.01%
4,315
1750
$262K ﹤0.01%
1,878
+218
68 69
70
71 72