JMPWA
JP Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Est. Return
24.25%
1 Year Est. Return
+24.25%
AUM
$19.3B
AUM Growth
-$27.9B
(-59%)
Holding
1,974
Top Buys
| 1 | +$47.4M | |
| 2 | +$31.3M | |
| 3 | +$30.1M | |
| 4 |
iShares S&P 100 ETF
OEF
|
+$21.6M |
| 5 |
Blackrock
BLK
|
+$16.8M |
Top Sells
| 1 | +$1.91B | |
| 2 | +$1.84B | |
| 3 | +$1.67B | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.05B |
| 5 |
Amazon
AMZN
|
+$593M |
Sector Composition
| 1 | Healthcare | 11.34% |
| 2 | Industrials | 7.98% |
| 3 | Financials | 5.43% |
| 4 | Technology | 5.38% |
| 5 | Energy | 2.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Centene
CNC
$17.9B
| $7.37M | 0.04% |
109,215
-23,545
|
|
||
277
Steris
STE
$26.2B
| $7.33M | 0.04% |
32,594
-6,167
|
|
||
278
monday.com
MNDY
$8.26B
| $7.33M | 0.04% |
42,782
-67,255
|
|
||
279
B. Riley Financial
RILY
$170M
| $7.3M | 0.04% |
158,670
|
|
||
280
MGM Resorts International
MGM
$9.08B
| $7.27M | 0.04% |
165,606
-20,266
|
|
||
281
Church & Dwight Co
CHD
$20.6B
| $7.27M | 0.04% |
72,556
-8,783
|
|
||
282
American International
AIG
$41.9B
| $7.25M | 0.04% |
125,997
-36,774
|
|
||
283
MSCI
MSCI
$44B
| $7.18M | 0.04% |
15,294
+336
|
|
||
284
AutoZone
AZO
$63B
| $7.1M | 0.04% |
2,849
-9,220
|
|
||
285
Coinbase
COIN
$81.7B
| $7.05M | 0.04% |
98,496
+23,549
|
|
||
286
KKR & Co
KKR
$109B
| $7.04M | 0.04% |
125,751
-13,459
|
|
||
287
Reliance Steel & Aluminium
RS
$14.4B
| $6.98M | 0.04% |
25,706
-1,567
|
|
||
288
BCE
BCE
$21.4B
| $6.9M | 0.04% |
151,412
-10,240
|
|
||
289
Pinterest
PINS
$18.6B
| $6.89M | 0.04% |
252,033
-6,967
|
|
||
290
CubeSmart
CUBE
$8.46B
| $6.84M | 0.04% |
153,180
+14,543
|
|
||
291
Allegion
ALLE
$14.4B
| $6.75M | 0.04% |
56,251
-26,685
|
|
||
292
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.38B
| $6.71M | 0.03% |
228,270
+16,300
|
|
||
293
Vanguard ESG US Stock ETF
ESGV
$11.8B
| $6.71M | 0.03% |
85,683
-12,098
|
|
||
294
First Trust North American Energy Infrastructure Fund
EMLP
$3.37B
| $6.69M | 0.03% |
247,859
-264,932
|
|
||
295
DocuSign
DOCU
$14B
| $6.65M | 0.03% |
130,138
-36,592
|
|
||
296
Citizens Financial Group
CFG
$22.5B
| $6.58M | 0.03% |
252,141
-153,897
|
|
||
297
Synopsys
SNPS
$74.4B
| $6.56M | 0.03% |
15,057
+9,039
|
|
||
298
Ferguson
FERG
$51.3B
| $6.54M | 0.03% |
41,604
+1,731
|
|
||
|
WIRE
299
DELISTED
Encore Wire Corp
WIRE
| $6.51M | 0.03% |
35,037
-2,664
|
|
||
300
Expedia Group
EXPE
$33.9B
| $6.38M | 0.03% |
58,358
+53,193
|
|