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JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
+9.96%
1 Year Est. Return
+24.26%
3 Year Est. Return
+44.77%
5 Year Est. Return
+86.56%
10 Year Est. Return
+266.4%
AUM
$44.8B
AUM Growth
+$6.51B
Cap. Flow
+$3.32B
Cap. Flow %
7.4%
Top 10 Hldgs %
22.56%
Holding
2,036
New
121
Increased
873
Reduced
848
Closed
114

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$1.47B
2
IWV icon
iShares Russell 3000 ETF
IWV
+$270M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$234M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$207M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$150M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$82.7M
2
META icon
Meta Platforms (Facebook)
META
+$77.4M
3
BXP icon
Boston Properties
BXP
+$77.2M
4
CRM icon
Salesforce
CRM
+$71.5M
5
FITB
Fifth Third Bancorp
FITB
+$62.9M

Sector Composition

Rank Sector Weight
1 Technology 17.28%
2 Healthcare 10.08%
3 Financials 8%
4 Industrials 6.44%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MUSA icon
926
Murphy USA
MUSA
$10.1B
$1.62M ﹤0.01%
5,784
+89
+2% +$25.8K
MPWR icon
927
Monolithic Power Systems
MPWR
$70B
$1.61M ﹤0.01%
4,566
-1,538
-25% -$553K
PID icon
928
Invesco International Dividend Achievers ETF
PID
$912M
$1.61M ﹤0.01%
96,276
+1,790
+2% +$29.4K
JKHY icon
929
Jack Henry & Associates
JKHY
$10.8B
$1.6M ﹤0.01%
9,135
-7,328
-45% -$1.35M
VOD icon
930
Vodafone
VOD
$37.2B
$1.6M ﹤0.01%
158,227
-10,608
-6% -$119K
HOOD icon
931
Robinhood
HOOD
$85.3B
$1.59M ﹤0.01%
195,905
-9,194
-4% -$90.1K
EIX icon
932
Edison International
EIX
$26.7B
$1.59M ﹤0.01%
25,052
+8,265
+49% +$507K
SPH icon
933
Suburban Propane Partners
SPH
$1.18B
$1.59M ﹤0.01%
104,951
+1,692
+2% +$27.1K
DELL icon
934
Dell
DELL
$313B
$1.58M ﹤0.01%
39,371
+750
+2% +$29.7K
EFOR
935
Everforth Inc
EFOR
$1.34B
$1.58M ﹤0.01%
19,408
+676
+4% +$59.3K
GLOB icon
936
Globant
GLOB
$1.67B
$1.58M ﹤0.01%
9,369
+708
+8% +$125K
COHU icon
937
Cohu
COHU
$2.66B
$1.56M ﹤0.01%
48,821
-10,109
-17% -$327K
HBAN icon
938
Huntington Bancshares
HBAN
$36.1B
$1.56M ﹤0.01%
110,491
+9,991
+10% +$145K
SNPS icon
939
Synopsys
SNPS
$79B
$1.56M ﹤0.01%
4,878
-79
-2% -$24.7K
URBN icon
940
Urban Outfitters
URBN
$6.63B
$1.55M ﹤0.01%
65,172
-4,589
-7% -$114K
KNSL icon
941
Kinsale Capital Group
KNSL
$8.51B
$1.54M ﹤0.01%
5,889
-1,597
-21% -$460K
AEO icon
942
American Eagle Outfitters
AEO
$2.72B
$1.53M ﹤0.01%
109,948
-8,082
-7% -$104K
REZ icon
943
iShares Residential and Multisector Real Estate ETF
REZ
$848M
$1.53M ﹤0.01%
22,411
-85,231
-79% -$5.97M
CAG icon
944
Conagra Brands
CAG
$7.18B
$1.53M ﹤0.01%
39,555
+4,750
+14% +$172K
ETSY icon
945
Etsy
ETSY
$7.31B
$1.53M ﹤0.01%
12,778
+8,036
+169% +$919K
SYF icon
946
Synchrony
SYF
$25.8B
$1.53M ﹤0.01%
46,573
-452
-1% -$15.5K
WBS icon
947
Webster Financial
WBS
$12.8B
$1.52M ﹤0.01%
32,189
-341
-1% -$17.1K
PHM icon
948
Pultegroup
PHM
$24.6B
$1.52M ﹤0.01%
33,434
-16
-0% -$674
RBLX icon
949
Roblox
RBLX
$25.4B
$1.52M ﹤0.01%
53,450
-3,504
-6% -$123K
NTRA icon
950
Natera
NTRA
$45.5B
$1.52M ﹤0.01%
37,849
+2,988
+9% +$123K
36 37
38
39 40

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CG
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API
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TA
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SCH
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PWAG
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IWP
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JP Morgan Private Wealth Advisors's Q4 2022 Portfolio in Review

As of Q4 2022, JP Morgan Private Wealth Advisors held 2,036 positions worth $44.8B, up 17% from $38.3B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

JP Morgan Private Wealth Advisors deployed $3.32B of net new capital in Q4 2022, opening 121 new positions and adding to 873 existing holdings. Its largest new stake was Atlassian: 399,667 shares worth $51.4M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Amazon, an estimated $82.7M trimmed.

  • JP Morgan Private Wealth Advisors's largest Q4 2022 buy was Atlassian: 399,667 shares worth $51.4M.
  • JP Morgan Private Wealth Advisors added most to Arista Networks in Q4 2022, an estimated $1.47B increase.
  • JP Morgan Private Wealth Advisors's biggest Q4 2022 reduction was Amazon, cutting an estimated $82.7M.
  • JP Morgan Private Wealth Advisors fully exited Range Resources in Q4 2022, selling an estimated $10.2M.
  • JP Morgan Private Wealth Advisors's ten largest holdings make up 23% of its $44.8B portfolio in Q4 2022.
  • JP Morgan Private Wealth Advisors opened 121 new positions and closed 114 in Q4 2022.
  • JP Morgan Private Wealth Advisors's portfolio value rose 17% quarter-over-quarter to $44.8B.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.