JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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 10.88%
3 Healthcare 8.64%
4 Consumer Discretionary 7.94%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-12,548
2002
– –
-5,940
2003
– –
-11,535
2004
– –
-4,723
2005
– –
-5,744
2006
– –
-53,981
2007
– –
-51,270
2008
– –
-20,984
2009
$0 ﹤0.01%
+61,113
2010
– –
-4,313
2011
– –
-6,020
2012
– –
-7,311
2013
– –
-13,390
2014
– –
-16,717
2015
– –
-9,360
2016
– –
-22,255
2017
– –
-150,378
2018
– –
-15,000
2019
– –
-2,002
2020
– –
-3,788
2021
– –
-16,600
77 78 79 80
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