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
1976
– –
-259
1977
– –
-3,474
1978
– –
-2,126
1979
– –
-26,000
1980
– –
-18,237
1981
– –
-11,675
1982
– –
-4,890
1983
– –
-17,512
1984
– –
-4,802
1985
– –
-42,149
1986
– –
-21,040
1987
– –
-1,000
1988
– –
-16,558
1989
– –
-2,571
1990
– –
-11,245
1991
– –
-2,146
1992
– –
-21,539
1993
– –
-10,000
1994
– –
-9,621
1995
– –
-7,299
1996
– –
-64,100
1997
– –
-41,450
1998
– –
-37,226
1999
– –
-2,720
2000
– –
-2,922
77 78 79
80
81