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
1776
$244K ﹤0.01%
8,500
1777
$243K ﹤0.01%
6,641
-98,492
1778
$243K ﹤0.01%
5,252
-26
1779
$243K ﹤0.01%
11,056
+1,619
1780
$242K ﹤0.01%
6,243
+1,117
1781
$240K ﹤0.01%
+5,796
1782
$240K ﹤0.01%
8,739
-292,274
1783
$240K ﹤0.01%
2,749
-424,881
1784
$239K ﹤0.01%
+5,554
1785
$238K ﹤0.01%
+4,771
1786
$237K ﹤0.01%
+19,099
1787
$235K ﹤0.01%
24,578
+10,067
1788
$235K ﹤0.01%
+1,698
1789
$234K ﹤0.01%
28,823
1790
$232K ﹤0.01%
+5,470
1791
$232K ﹤0.01%
2,800
1792
$231K ﹤0.01%
11,126
+213
1793
$231K ﹤0.01%
+15,265
1794
$230K ﹤0.01%
7,916
+7
1795
$230K ﹤0.01%
+1,631
1796
$230K ﹤0.01%
+3,471
1797
$230K ﹤0.01%
+10,403
1798
$230K ﹤0.01%
6,370
+18
1799
$229K ﹤0.01%
13,905
1800
$229K ﹤0.01%
10,500
-1,837
70 71
72
73 74