JPMPWA

J.P. 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
$35B
AUM Growth
+$15.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,811
New
Increased
Reduced
Closed

Top Buys

1
+$1.45B
2
+$1.44B
3
+$729M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$634M
5
AMZN icon
Amazon
AMZN
+$610M

Top Sells

1
+$85.5M
2
+$65.2M
3
+$56.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$53.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$45.9M

Sector Composition

1 Technology 20.34%
2 Healthcare 9.53%
3 Financials 8.91%
4 Consumer Discretionary 7.18%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.7T
$1.45B 4.15%
+8,488,091
MSFT icon
2
Microsoft
MSFT
$3.82T
$1.44B 4.12%
+4,566,099
SPY icon
3
SPDR S&P 500 ETF Trust
SPY
$661B
$955M 2.73%
2,232,889
-199,924
VOO icon
4
Vanguard S&P 500 ETF
VOO
$757B
$775M 2.21%
1,972,787
-137,213
NVDA icon
5
NVIDIA
NVDA
$4.38T
$729M 2.08%
+16,748,490
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.04T
$634M 1.81%
+4,848,423
AMZN icon
7
Amazon
AMZN
$2.3T
$610M 1.74%
+4,799,700
AVGO icon
8
Broadcom
AVGO
$1.66T
$561M 1.6%
+6,749,060
IVV icon
9
iShares Core S&P 500 ETF
IVV
$660B
$554M 1.58%
1,290,714
-151,746
LLY icon
10
Eli Lilly
LLY
$741B
$436M 1.24%
+811,230
QQQ icon
11
Invesco QQQ Trust
QQQ
$383B
$395M 1.13%
1,102,727
-127,983
V icon
12
Visa
V
$671B
$358M 1.02%
+1,557,972
CVX icon
13
Chevron
CVX
$306B
$349M 1%
+2,068,493
IWF icon
14
iShares Russell 1000 Growth ETF
IWF
$122B
$343M 0.98%
1,288,731
-112,797
ETN icon
15
Eaton
ETN
$149B
$341M 0.97%
+1,596,494
ABBV icon
16
AbbVie
ABBV
$400B
$332M 0.95%
2,228,037
-115,354
PEP icon
17
PepsiCo
PEP
$207B
$329M 0.94%
+1,942,747
UNH icon
18
UnitedHealth
UNH
$327B
$329M 0.94%
652,239
-50,580
MRK icon
19
Merck
MRK
$210B
$315M 0.9%
3,062,384
-334,740
VIG icon
20
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$303M 0.87%
1,952,910
-282,895
XOM icon
21
Exxon Mobil
XOM
$476B
$296M 0.84%
+2,513,311
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.07T
$295M 0.84%
842,194
-76,842
VEA icon
23
Vanguard FTSE Developed Markets ETF
VEA
$178B
$292M 0.83%
6,683,908
-336,073
GOOG icon
24
Alphabet (Google) Class C
GOOG
$3.04T
$278M 0.8%
+2,111,766
IWB icon
25
iShares Russell 1000 ETF
IWB
$44.8B
$257M 0.73%
1,094,237
-125,943
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