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
201
$41.1M 0.1%
61,597
+338
202
$40.8M 0.1%
1,092,018
-45,501
203
$40.6M 0.1%
118,900
+5,081
204
$40.4M 0.1%
414,221
+23,717
205
$40.4M 0.1%
249,697
+22,418
206
$40.1M 0.1%
677,677
-503,640
207
$39.8M 0.1%
356,117
+8,778
208
$39.8M 0.1%
386,296
+213,490
209
$39.4M 0.1%
1,474,555
-60,592
210
$39.3M 0.1%
249,662
+45,599
211
$39.1M 0.1%
494,076
+3,009
212
$38.6M 0.09%
211,851
+53,283
213
$38.4M 0.09%
51,538
+4,949
214
$38.3M 0.09%
406,534
+37,583
215
$38M 0.09%
98,867
+9,679
216
$37.9M 0.09%
598,773
+52,869
217
$37.8M 0.09%
119,274
+39,618
218
$37.8M 0.09%
69,980
+9,388
219
$37.5M 0.09%
560,260
+32,028
220
$37M 0.09%
856,878
+40,505
221
$36.9M 0.09%
230,576
+1,666
222
$36.9M 0.09%
115,762
+32,370
223
$36.7M 0.09%
149,343
+69,867
224
$36.6M 0.09%
191,573
+14,825
225
$36.5M 0.09%
85,852
-41,689
7 8
9
10 11