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
1926
$30K ﹤0.01%
10
1927
$24K ﹤0.01%
12,285
1928
$22K ﹤0.01%
15,296
-20,000
1929
$20K ﹤0.01%
+188
1930
$18K ﹤0.01%
+833
1931
$17K ﹤0.01%
+12,560
1932
$14K ﹤0.01%
549
1933
$12K ﹤0.01%
10,631
1934
$5K ﹤0.01%
1
1935
– –
-15,000
1936
– –
-12,000
1937
– –
-12,390
1938
– –
-13,654
1939
– –
-31,883
1940
– –
-10,693
1941
– –
-6,845
1942
– –
-4,236
1943
– –
-17,243
1944
– –
-160,446
1945
– –
-10,839
1946
– –
-2,189
1947
– –
-10,000
1948
– –
-8,544
1949
– –
-8,606
1950
– –
-5,000
76 77
78
79 80