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
1751
$262K ﹤0.01%
+8,483
1752
$262K ﹤0.01%
1,422
+134
1753
$262K ﹤0.01%
3,451
+289
1754
$260K ﹤0.01%
8,285
+285
1755
$258K ﹤0.01%
5,509
1756
$258K ﹤0.01%
10,706
+310
1757
$257K ﹤0.01%
6,878
1758
$256K ﹤0.01%
3,725
+142
1759
$256K ﹤0.01%
+7,900
1760
$256K ﹤0.01%
7,785
+402
1761
$256K ﹤0.01%
4,600
1762
$256K ﹤0.01%
3,062
+261
1763
$255K ﹤0.01%
10,411
+271
1764
$253K ﹤0.01%
5,442
+35
1765
$253K ﹤0.01%
8,475
+442
1766
$250K ﹤0.01%
+1,581
1767
$249K ﹤0.01%
17,000
1768
$249K ﹤0.01%
+7,323
1769
$247K ﹤0.01%
5,541
1770
$247K ﹤0.01%
20,822
+266
1771
$246K ﹤0.01%
7,966
-1,562
1772
$245K ﹤0.01%
3,185
+500
1773
$245K ﹤0.01%
5,000
1774
$244K ﹤0.01%
3,188
+338
1775
$244K ﹤0.01%
3,400
69 70
71
72 73