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
1826
$218K ﹤0.01%
1,390
+58
1827
$217K ﹤0.01%
+7,933
1828
$216K ﹤0.01%
9,684
+1,382
1829
$216K ﹤0.01%
2,390
-7,327
1830
$216K ﹤0.01%
+2,674
1831
$214K ﹤0.01%
+2,565
1832
$214K ﹤0.01%
6,490
1833
$213K ﹤0.01%
7,751
+142
1834
$213K ﹤0.01%
4,927
-125
1835
$213K ﹤0.01%
7,845
-2,347
1836
$212K ﹤0.01%
30,929
+19,972
1837
$212K ﹤0.01%
5,958
+25
1838
$211K ﹤0.01%
5,560
+201
1839
$209K ﹤0.01%
10,068
+522
1840
$209K ﹤0.01%
+11,674
1841
$208K ﹤0.01%
+3,110
1842
$207K ﹤0.01%
11,769
-42
1843
$207K ﹤0.01%
694
1844
$206K ﹤0.01%
2,634
-37
1845
$206K ﹤0.01%
+4,563
1846
$206K ﹤0.01%
+5,006
1847
$205K ﹤0.01%
+350
1848
$205K ﹤0.01%
19,208
+7,529
1849
$204K ﹤0.01%
15,117
1850
$204K ﹤0.01%
20,000
72 73
74
75 76