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
1901
$99K ﹤0.01%
11,043
1902
$99K ﹤0.01%
3,389
-64
1903
$98K ﹤0.01%
10,000
1904
$96K ﹤0.01%
8,202
1905
$91K ﹤0.01%
5,357
+1
1906
$87K ﹤0.01%
+25,000
1907
$83K ﹤0.01%
+10,365
1908
$78K ﹤0.01%
+10,800
1909
$69K ﹤0.01%
2,844
-385
1910
$67K ﹤0.01%
+10,025
1911
$66K ﹤0.01%
3,225
-20,760
1912
$66K ﹤0.01%
+12,066
1913
$57K ﹤0.01%
+488
1914
$56K ﹤0.01%
32,853
-12,898
1915
$55K ﹤0.01%
2,517
+66
1916
$41K ﹤0.01%
+634
1917
$40K ﹤0.01%
2,500
+2,000
1918
$39K ﹤0.01%
10,000
1919
$39K ﹤0.01%
+25,000
1920
$37K ﹤0.01%
2,264
+1,000
1921
$36K ﹤0.01%
+11,000
1922
$36K ﹤0.01%
26,000
+5,000
1923
$34K ﹤0.01%
+10,000
1924
$33K ﹤0.01%
49,998
1925
$30K ﹤0.01%
563
75 76
77
78 79