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
201
$30M 0.1%
506,808
-276,684
202
$29.9M 0.1%
361,502
+29,992
203
$29.8M 0.1%
412,291
-23,594
204
$29.8M 0.1%
529,835
-28,153
205
$29.4M 0.1%
86,762
+17,496
206
$29.2M 0.09%
341,745
-10,855
207
$29.1M 0.09%
163,142
+58
208
$28.9M 0.09%
1,136,495
+357,463
209
$27.7M 0.09%
210,032
+30,854
210
$26.5M 0.09%
1,222,700
+481,098
211
$26.3M 0.09%
58,843
+4,785
212
$26.3M 0.09%
436,631
+148,860
213
$26.2M 0.09%
421,617
+35,831
214
$26.1M 0.08%
333,045
-60,186
215
$26.1M 0.08%
719,080
-19,985
216
$26.1M 0.08%
1,332,881
+11,720
217
$26.1M 0.08%
777,257
-16,188
218
$25.9M 0.08%
432,233
-5,368
219
$25.9M 0.08%
128,271
-13,630
220
$25.4M 0.08%
103,858
-1,937
221
$25.1M 0.08%
665,602
+19,833
222
$25.1M 0.08%
91,796
+8,332
223
$24.8M 0.08%
271,001
-82,311
224
$24.4M 0.08%
808,860
+117,750
225
$24.2M 0.08%
873,200
+198,200
7 8
9
10 11