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
CL icon
401
Colgate-Palmolive
CL
$63.3B
$8.41M 0.02%
+118,281
IGM icon
402
iShares Expanded Tech Sector ETF
IGM
$9.82B
$8.34M 0.02%
130,932
-33,162
ACWX icon
403
iShares MSCI ACWI ex US ETF
ACWX
$7.12B
$8.33M 0.02%
177,253
+11,703
TTE icon
404
TotalEnergies
TTE
$138B
$8.21M 0.02%
+124,852
GPN icon
405
Global Payments
GPN
$18.4B
$8.17M 0.02%
70,833
-7,999
HUBS icon
406
HubSpot
HUBS
$20.8B
$8.16M 0.02%
16,577
-28,633
RSPT icon
407
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.39B
$8.11M 0.02%
288,023
+59,753
ATKR icon
408
Atkore
ATKR
$2.22B
$8.09M 0.02%
54,233
-760
SPHQ icon
409
Invesco S&P 500 Quality ETF
SPHQ
$15.4B
$8.07M 0.02%
161,300
-39,969
MELI icon
410
Mercado Libre
MELI
$106B
$8.03M 0.02%
6,337
+1,153
MLPX icon
411
Global X MLP & Energy Infrastructure ETF
MLPX
$2.54B
$8.01M 0.02%
188,906
+2,408
ESGD icon
412
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.5B
$7.98M 0.02%
115,451
+2,911
SRE icon
413
Sempra
SRE
$60.4B
$7.98M 0.02%
117,263
-24,495
DFAE icon
414
Dimensional Emerging Core Equity Market ETF
DFAE
$7.13B
$7.93M 0.02%
351,173
+59
REGN icon
415
Regeneron Pharmaceuticals
REGN
$71.8B
$7.88M 0.02%
9,577
-7,743
WY icon
416
Weyerhaeuser
WY
$16.2B
$7.87M 0.02%
+256,765
F icon
417
Ford
F
$53.6B
$7.73M 0.02%
+622,362
ACWV icon
418
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.32B
$7.64M 0.02%
80,086
-310
GM icon
419
General Motors
GM
$67.2B
$7.61M 0.02%
+230,901
VAC icon
420
Marriott Vacations Worldwide
VAC
$1.63B
$7.53M 0.02%
74,820
-2
VAW icon
421
Vanguard Materials ETF
VAW
$2.74B
$7.48M 0.02%
43,385
+970
SO icon
422
Southern Company
SO
$101B
$7.48M 0.02%
115,536
-10,580
IWP icon
423
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$7.37M 0.02%
80,636
-22,668
SHEL icon
424
Shell
SHEL
$219B
$7.31M 0.02%
113,547
+10,541
YETI icon
425
Yeti Holdings
YETI
$3.01B
$7.3M 0.02%
151,299
+7,075
15 16
17
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