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
1876
$176K ﹤0.01%
+45,000
1877
$175K ﹤0.01%
1,261
+262
1878
$175K ﹤0.01%
+42,580
1879
$174K ﹤0.01%
10,000
1880
$173K ﹤0.01%
21,200
1881
$171K ﹤0.01%
12,814
+83
1882
$167K ﹤0.01%
1,792
+834
1883
$162K ﹤0.01%
21,704
+4
1884
$160K ﹤0.01%
243
+2
1885
$157K ﹤0.01%
8,581
1886
$149K ﹤0.01%
15,708
+1,103
1887
$149K ﹤0.01%
+11,100
1888
$139K ﹤0.01%
+3,500
1889
$128K ﹤0.01%
2,188
1890
$126K ﹤0.01%
+11,041
1891
$124K ﹤0.01%
+16,484
1892
$123K ﹤0.01%
1,720
+456
1893
$120K ﹤0.01%
10,161
-1,087
1894
$119K ﹤0.01%
+10,926
1895
$118K ﹤0.01%
14,494
-2,929
1896
$112K ﹤0.01%
1,667
-682
1897
$101K ﹤0.01%
1,154
-343
1898
$99K ﹤0.01%
11,159
1899
$99K ﹤0.01%
+17,484
1900
$99K ﹤0.01%
+2,822
74 75
76
77 78