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
XLY icon
326
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.5B
$13.5M 0.04%
83,691
-3,073
MO icon
327
Altria Group
MO
$98B
$13.4M 0.04%
317,871
-8,686
ASML icon
328
ASML
ASML
$402B
$13.3M 0.04%
+22,657
GE icon
329
GE Aerospace
GE
$325B
$13.2M 0.04%
149,290
-6,103
CPNG icon
330
Coupang
CPNG
$52.8B
$13.1M 0.04%
770,421
-186
NVS icon
331
Novartis
NVS
$252B
$13.1M 0.04%
128,413
-13,345
ICLR icon
332
Icon
ICLR
$12.7B
$13M 0.04%
52,875
+12,316
SCHA icon
333
Schwab U.S Small- Cap ETF
SCHA
$20.6B
$12.9M 0.04%
623,772
+12,038
SCHM icon
334
Schwab US Mid-Cap ETF
SCHM
$13.6B
$12.8M 0.04%
569,085
-8,886
AJG icon
335
Arthur J. Gallagher & Co
AJG
$65.6B
$12.8M 0.04%
56,098
+5,147
CDW icon
336
CDW
CDW
$19.1B
$12.8M 0.04%
63,286
+7,258
AON icon
337
Aon
AON
$75.3B
$12.6M 0.04%
38,915
-2,349
FCX icon
338
Freeport-McMoran
FCX
$60.3B
$12.6M 0.04%
336,802
+266,125
RIG icon
339
Transocean
RIG
$4.55B
$12.5M 0.04%
1,522,478
-4,727
BDX icon
340
Becton Dickinson
BDX
$54.7B
$12.3M 0.04%
+47,762
XLC icon
341
The Communication Services Select Sector SPDR Fund
XLC
$27.2B
$12.1M 0.03%
184,884
-16,652
OIH icon
342
VanEck Oil Services ETF
OIH
$1.04B
$12M 0.03%
34,922
+21,032
RH icon
343
RH
RH
$3.03B
$12M 0.03%
45,564
+317
H icon
344
Hyatt Hotels
H
$14.9B
$12M 0.03%
112,733
-87
URA icon
345
Global X Uranium ETF
URA
$5.06B
$11.9M 0.03%
441,479
+422,168
CLX icon
346
Clorox
CLX
$12.8B
$11.9M 0.03%
+90,662
AMP icon
347
Ameriprise Financial
AMP
$43.8B
$11.9M 0.03%
35,952
-356
MGK icon
348
Vanguard Mega Cap Growth ETF
MGK
$31.9B
$11.8M 0.03%
51,903
+2,181
CI icon
349
Cigna
CI
$73.3B
$11.7M 0.03%
+40,967
VOX icon
350
Vanguard Communication Services ETF
VOX
$5.68B
$11.5M 0.03%
109,512
+5,336
12 13
14
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