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
RACE icon
376
Ferrari
RACE
$74.7B
$10M 0.03%
33,939
+4,237
VDE icon
377
Vanguard Energy ETF
VDE
$7.38B
$9.98M 0.03%
78,758
+4,571
MC icon
378
Moelis & Co
MC
$4.85B
$9.61M 0.03%
212,929
+1,606
IJS icon
379
iShares S&P Small-Cap 600 Value ETF
IJS
$6.79B
$9.57M 0.03%
107,228
-10,051
MLM icon
380
Martin Marietta Materials
MLM
$37.2B
$9.38M 0.03%
22,860
-923
CSX icon
381
CSX Corp
CSX
$65.9B
$9.3M 0.03%
+302,546
GD icon
382
General Dynamics
GD
$94.6B
$9.2M 0.03%
41,621
+454
SAP icon
383
SAP
SAP
$295B
$9.19M 0.03%
+71,077
COPX icon
384
Global X Copper Miners ETF NEW
COPX
$2.84B
$9.11M 0.03%
+250,114
GPC icon
385
Genuine Parts
GPC
$17.8B
$9.09M 0.03%
+62,934
SNOW icon
386
Snowflake
SNOW
$91.5B
$9.06M 0.03%
59,316
+1,696
COR icon
387
Cencora
COR
$70.7B
$9.02M 0.03%
+50,103
NOC icon
388
Northrop Grumman
NOC
$79.9B
$9M 0.03%
20,441
-1,278
JBL icon
389
Jabil
JBL
$22.9B
$8.96M 0.03%
70,589
-1,454
VICI icon
390
VICI Properties
VICI
$32.7B
$8.92M 0.03%
306,488
+10,686
SON icon
391
Sonoco
SON
$3.98B
$8.88M 0.03%
163,381
-40,743
BIPC icon
392
Brookfield Infrastructure
BIPC
$5.42B
$8.86M 0.03%
250,612
-276,707
POR icon
393
Portland General Electric
POR
$5.68B
$8.68M 0.02%
214,314
-64,749
CTSH icon
394
Cognizant
CTSH
$35.8B
$8.67M 0.02%
+127,961
CMG icon
395
Chipotle Mexican Grill
CMG
$41.3B
$8.66M 0.02%
+236,350
HFGO icon
396
Hartford Large Cap Growth ETF
HFGO
$178M
$8.64M 0.02%
596,086
+25,084
CAH icon
397
Cardinal Health
CAH
$48.5B
$8.64M 0.02%
+99,501
VDC icon
398
Vanguard Consumer Staples ETF
VDC
$7.24B
$8.64M 0.02%
47,276
+2,126
SPSM icon
399
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.9B
$8.6M 0.02%
232,940
-22,767
ROK icon
400
Rockwell Automation
ROK
$44.3B
$8.51M 0.02%
29,779
+13,306
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