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
DFS
351
DELISTED
Discover Financial Services
DFS
$4.76M 0.02%
40,707
-11,182
SNY icon
352
Sanofi
SNY
$127B
$4.76M 0.02%
88,241
-20,590
DXJ icon
353
WisdomTree Japan Hedged Equity Fund
DXJ
$4.16B
$4.71M 0.02%
56,561
-4,522
BYD icon
354
Boyd Gaming
BYD
$6.31B
$4.68M 0.02%
67,426
-22,925
MKL icon
355
Markel Group
MKL
$26.4B
$4.62M 0.02%
3,342
-803
CHKP icon
356
Check Point Software Technologies
CHKP
$21.8B
$4.57M 0.02%
36,379
-1,320
SGHT icon
357
Sight Sciences
SGHT
$407M
$4.57M 0.02%
551,802
AFL icon
358
Aflac
AFL
$60B
$4.56M 0.02%
65,316
-11,533
PLTR icon
359
Palantir
PLTR
$439B
$4.52M 0.02%
294,736
-215,561
IHDG icon
360
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.4B
$4.49M 0.02%
111,777
-293,633
MAS icon
361
Masco
MAS
$13B
$4.47M 0.02%
77,926
-14,572
AME icon
362
Ametek
AME
$45.6B
$4.47M 0.02%
27,588
-37,191
KW icon
363
Kennedy-Wilson Holdings
KW
$1.33B
$4.45M 0.02%
272,674
+168,796
LAD icon
364
Lithia Motors
LAD
$7.28B
$4.44M 0.02%
14,595
-1,202
RODM icon
365
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.29B
$4.42M 0.02%
168,007
-195,906
VPU icon
366
Vanguard Utilities ETF
VPU
$7.89B
$4.41M 0.02%
31,050
-4,812
CRBN icon
367
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.06B
$4.39M 0.02%
28,078
-6,616
RYN icon
368
Rayonier
RYN
$3.4B
$4.32M 0.02%
144,752
+84,221
VONG icon
369
Vanguard Russell 1000 Growth ETF
VONG
$33.7B
$4.32M 0.02%
61,025
-110,052
SPDW icon
370
SPDR Portfolio Developed World ex-US ETF
SPDW
$31.4B
$4.24M 0.02%
130,361
-16,056
ZS icon
371
Zscaler
ZS
$50.3B
$4.16M 0.02%
28,444
+19,683
USAC icon
372
USA Compression Partners
USAC
$2.82B
$4.15M 0.02%
210,114
-3,558
BN icon
373
Brookfield
BN
$105B
$4.1M 0.02%
121,639
-3,528
ENTG icon
374
Entegris
ENTG
$12.7B
$4.01M 0.02%
36,222
-56,511
CPT icon
375
Camden Property Trust
CPT
$10.9B
$4.01M 0.02%
36,817
-1,955
13 14
15
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