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
176
$50.4M 0.12%
631,638
+47,502
177
$50.4M 0.12%
162,630
+4,949
178
$50.2M 0.12%
555,839
+53,638
179
$50.2M 0.12%
179,322
+84
180
$49.6M 0.12%
703,282
+63,384
181
$49.4M 0.12%
192,048
+44,205
182
$49.3M 0.12%
374,599
+210,713
183
$48.7M 0.12%
162,304
-19,080
184
$48.6M 0.12%
333,975
+6,562
185
$47.9M 0.12%
2,937,938
+5,811
186
$46.9M 0.11%
429,984
+35,426
187
$46.6M 0.11%
2,171,568
+521,824
188
$46.4M 0.11%
601,038
+39,265
189
$45.8M 0.11%
786,954
+45,310
190
$45.7M 0.11%
345,778
-51,249
191
$45.4M 0.11%
2,361,877
+392,863
192
$45.4M 0.11%
204,902
+122,432
193
$45.1M 0.11%
610,908
+37,516
194
$44.6M 0.11%
299,772
+2,760
195
$44M 0.11%
1,278,718
+29,675
196
$43.9M 0.11%
618,840
+95,065
197
$43.5M 0.11%
649,000
-32,102
198
$43.5M 0.11%
245,875
-362
199
$42.5M 0.1%
330,453
+49,880
200
$42.2M 0.1%
285,349
-52,778
6 7
8
9 10