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
1801
$229K ﹤0.01%
+9,892
1802
$229K ﹤0.01%
3,828
-66
1803
$228K ﹤0.01%
4,749
+255
1804
$228K ﹤0.01%
+2,391
1805
$228K ﹤0.01%
15,283
+2,380
1806
$228K ﹤0.01%
8,402
-2
1807
$227K ﹤0.01%
+4,239
1808
$226K ﹤0.01%
+6,888
1809
$226K ﹤0.01%
4,123
+115
1810
$226K ﹤0.01%
2,247
-21
1811
$225K ﹤0.01%
41,763
+170
1812
$224K ﹤0.01%
3,541
1813
$224K ﹤0.01%
2,897
-180
1814
$223K ﹤0.01%
6,322
+1,144
1815
$223K ﹤0.01%
2,475
+15
1816
$222K ﹤0.01%
+26,739
1817
$221K ﹤0.01%
+2,452
1818
$221K ﹤0.01%
3,375
1819
$220K ﹤0.01%
19,336
+3,482
1820
$219K ﹤0.01%
6,822
-1,539
1821
$219K ﹤0.01%
1,544
+4
1822
$219K ﹤0.01%
+1,440
1823
$219K ﹤0.01%
21,942
+175
1824
$219K ﹤0.01%
4,955
1825
$219K ﹤0.01%
+9,806
71 72
73
74 75