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
$19.3B
AUM Growth
-$27.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,974
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$31.3M
3
+$30.1M
4
OEF icon
iShares S&P 100 ETF
OEF
+$21.6M
5
BLK icon
Blackrock
BLK
+$16.8M

Top Sells

1
+$1.91B
2
+$1.84B
3
+$1.67B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.05B
5
AMZN icon
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
DOC icon
301
Healthpeak Properties
DOC
$12.3B
$6.33M 0.03%
315,049
-103,347
SHEL icon
302
Shell
SHEL
$220B
$6.22M 0.03%
103,006
-125,248
DFAI icon
303
Dimensional International Core Equity Market ETF
DFAI
$12B
$6.21M 0.03%
227,261
-4,230
MELI icon
304
Mercado Libre
MELI
$107B
$6.14M 0.03%
5,184
-1,371
D icon
305
Dominion Energy
D
$52.1B
$6.09M 0.03%
117,597
-29,053
FHLC icon
306
Fidelity MSCI Health Care Index ETF
FHLC
$2.73B
$6.02M 0.03%
95,418
+21,121
XIFR
307
XPLR Infrastructure LP
XIFR
$892M
$5.99M 0.03%
102,210
-17,497
JBHT icon
308
JB Hunt Transport Services
JBHT
$16.1B
$5.98M 0.03%
33,038
-2,790
DVYE icon
309
iShares Emerging Markets Dividend ETF
DVYE
$977M
$5.97M 0.03%
243,766
+143,628
EVR icon
310
Evercore
EVR
$12.4B
$5.89M 0.03%
47,688
-437
ACGL icon
311
Arch Capital
ACGL
$33.2B
$5.89M 0.03%
78,732
+53,711
AER icon
312
AerCap
AER
$23.4B
$5.82M 0.03%
91,590
-5,565
LZ icon
313
LegalZoom.com
LZ
$1.81B
$5.74M 0.03%
+475,100
ALL icon
314
Allstate
ALL
$54.5B
$5.71M 0.03%
52,384
+2,059
VIOO icon
315
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.08B
$5.7M 0.03%
62,066
+19,357
CE icon
316
Celanese
CE
$4.35B
$5.68M 0.03%
49,007
-10,413
ICLN icon
317
iShares Global Clean Energy ETF
ICLN
$1.91B
$5.66M 0.03%
307,778
-145,020
LHX icon
318
L3Harris
LHX
$56.3B
$5.63M 0.03%
28,738
-4,690
UAL icon
319
United Airlines
UAL
$32.3B
$5.62M 0.03%
102,411
-7,227
EWJ icon
320
iShares MSCI Japan ETF
EWJ
$16.4B
$5.61M 0.03%
90,643
-10,277
YETI icon
321
Yeti Holdings
YETI
$3B
$5.6M 0.03%
144,224
+1,767
TFC icon
322
Truist Financial
TFC
$58.4B
$5.57M 0.03%
183,638
-221,636
HEFA icon
323
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.87B
$5.56M 0.03%
179,267
-575,628
IRDM icon
324
Iridium Communications
IRDM
$1.78B
$5.5M 0.03%
+88,532
WCN icon
325
Waste Connections
WCN
$43.3B
$5.49M 0.03%
38,406
-65,476
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