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
$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
XLP icon
301
Consumers Staples Select Sector SPDR Fund
XLP
$15.2B
$16.4M 0.05%
238,941
-39,859
EXC icon
302
Exelon
EXC
$46.1B
$16.4M 0.05%
+434,105
IYW icon
303
iShares US Technology ETF
IYW
$22.7B
$16.4M 0.05%
156,006
-149,774
OHI icon
304
Omega Healthcare
OHI
$13B
$16.2M 0.05%
489,478
-20,014
CP icon
305
Canadian Pacific Kansas City
CP
$65B
$16M 0.05%
+213,804
AZN icon
306
AstraZeneca
AZN
$275B
$15.5M 0.04%
229,161
-4,284
CALF icon
307
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.05B
$15.4M 0.04%
368,157
+90,893
SMH icon
308
VanEck Semiconductor ETF
SMH
$36.2B
$15.3M 0.04%
105,259
-1,808
ELV icon
309
Elevance Health
ELV
$73B
$15.2M 0.04%
+34,854
SHOP icon
310
Shopify
SHOP
$205B
$15.2M 0.04%
+277,994
VIS icon
311
Vanguard Industrials ETF
VIS
$6.36B
$14.9M 0.04%
76,445
-1,523
GILD icon
312
Gilead Sciences
GILD
$154B
$14.9M 0.04%
+198,676
IGV icon
313
iShares Expanded Tech-Software Sector ETF
IGV
$9.81B
$14.8M 0.04%
217,040
+4,485
MMM icon
314
3M
MMM
$90.8B
$14.7M 0.04%
+188,271
ITW icon
315
Illinois Tool Works
ITW
$71.8B
$14.7M 0.04%
+63,781
WDAY icon
316
Workday
WDAY
$60.2B
$14.6M 0.04%
68,063
-4,326
CSL icon
317
Carlisle Companies
CSL
$13.5B
$14.6M 0.04%
56,324
-702
VFH icon
318
Vanguard Financials ETF
VFH
$12.9B
$14.5M 0.04%
180,388
+1,868
PBA icon
319
Pembina Pipeline
PBA
$22.2B
$14.3M 0.04%
476,774
-48,274
URNJ icon
320
Sprott Junior Uranium Miners ETF
URNJ
$364M
$14.3M 0.04%
+603,300
IT icon
321
Gartner
IT
$16.7B
$14M 0.04%
40,810
-2,306
GDX icon
322
VanEck Gold Miners ETF
GDX
$22.9B
$13.8M 0.04%
514,332
-203,128
IBB icon
323
iShares Biotechnology ETF
IBB
$6.6B
$13.8M 0.04%
112,738
-39,521
MNST icon
324
Monster Beverage
MNST
$69.9B
$13.8M 0.04%
260,155
-805
HCA icon
325
HCA Healthcare
HCA
$108B
$13.6M 0.04%
55,407
-6,268
11 12
13
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