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
1851
$204K ﹤0.01%
1,372
+110
1852
$204K ﹤0.01%
4,863
+76
1853
$204K ﹤0.01%
779
-143
1854
$203K ﹤0.01%
+13,713
1855
$203K ﹤0.01%
+9,323
1856
$203K ﹤0.01%
+6,751
1857
$203K ﹤0.01%
7,819
-27
1858
$202K ﹤0.01%
+3,800
1859
$202K ﹤0.01%
6,986
-40
1860
$202K ﹤0.01%
2,577
1861
$202K ﹤0.01%
7,839
-917
1862
$201K ﹤0.01%
+5,220
1863
$201K ﹤0.01%
5,855
-2,739
1864
$199K ﹤0.01%
13,111
-85
1865
$198K ﹤0.01%
20,037
+6,791
1866
$197K ﹤0.01%
+25,837
1867
$195K ﹤0.01%
167,000
1868
$194K ﹤0.01%
19,944
-8,936
1869
$194K ﹤0.01%
43,485
+2,000
1870
$194K ﹤0.01%
10,665
1871
$192K ﹤0.01%
17,845
-3,000
1872
$187K ﹤0.01%
18,767
1873
$186K ﹤0.01%
284
+50
1874
$183K ﹤0.01%
1,058
+8
1875
$176K ﹤0.01%
+12,987
73 74
75
76 77