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
$30.9B
AUM Growth
+$5.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,763
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$60.2M
3
+$45.2M
4
LIN icon
Linde
LIN
+$43.4M
5
AMZN icon
Amazon
AMZN
+$41.2M

Top Sells

1
+$23.4M
2
+$21.1M
3
+$16.7M
4
PANW icon
Palo Alto Networks
PANW
+$16.4M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$14.7M

Sector Composition

1 Technology 19.19%
2 Healthcare 9.6%
3 Financials 9.35%
4 Consumer Discretionary 7.67%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38.1M 0.12%
251,963
+14,089
177
$37.9M 0.12%
300,000
-1,587
178
$37.8M 0.12%
97,355
+22,958
179
$37.7M 0.12%
248,941
-30,911
180
$37.2M 0.12%
787,140
+29,440
181
$37M 0.12%
313,497
-5,130
182
$36.4M 0.12%
587,402
+167,380
183
$36.1M 0.12%
318,520
+108,610
184
$35.8M 0.12%
674,196
+71,978
185
$35.7M 0.12%
131,025
+118,226
186
$35.4M 0.11%
65,441
+7,880
187
$35.3M 0.11%
49,467
+2,664
188
$34.8M 0.11%
491,604
+27,770
189
$34.1M 0.11%
284,343
+34,649
190
$34.1M 0.11%
293,052
-84,880
191
$34M 0.11%
470,611
+11,579
192
$33.6M 0.11%
267,993
+75,753
193
$32.7M 0.11%
383,579
+97,612
194
$32.1M 0.1%
148,828
+36,383
195
$31.9M 0.1%
119,871
+61,175
196
$31.8M 0.1%
129,729
+21,105
197
$31.7M 0.1%
990,329
+264,708
198
$31.3M 0.1%
1,623,419
+542,882
199
$30.9M 0.1%
938,493
+151,326
200
$30.4M 0.1%
346,645
+216,750
6 7
8
9 10