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
1951
– –
-11,016
1952
– –
-7,200
1953
– –
-20,409
1954
– –
-18,594
1955
– –
-14,748
1956
– –
-7,733
1957
– –
0
1958
– –
-3,435
1959
– –
-23,056
1960
– –
-3,921
1961
– –
-40,119
1962
– –
-1,158
1963
– –
-254,153
1964
– –
-5,459
1965
– –
-1,500
1966
– –
-3,391
1967
– –
-726
1968
– –
-2,711
1969
– –
-5,643
1970
– –
-49,084
1971
– –
-21,172
1972
– –
-158,694
1973
– –
-4,039
1974
– –
-343
1975
– –
-4,980
77 78
79
80 81