JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$102M
2
+$66.2M
3
+$64.7M
4
AMZN icon
Amazon
AMZN
+$61.7M
5
NOW icon
ServiceNow
NOW
+$56.2M

Top Sells

1
+$33.2M
2
+$29.5M
3
+$27.6M
4
STZ icon
Constellation Brands
STZ
+$26.4M
5
EWBC icon
East-West Bancorp
EWBC
+$25.8M

Sector Composition

1 Technology 17.81%
2 Financials 10.89%
3 Healthcare 8.64%
4 Consumer Discretionary 7.94%
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%
+2,391
1804
$228K ﹤0.01%
15,283
+2,380
1805
$228K ﹤0.01%
8,402
-2
1806
$228K ﹤0.01%
4,749
+255
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%
2,475
+15
1815
$223K ﹤0.01%
6,322
+1,144
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%
1,544
+4
1821
$219K ﹤0.01%
6,822
-1,539
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