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
XYLD icon
426
Global X S&P 500 Covered Call ETF
XYLD
$3.14B
$7.29M 0.02%
187,432
+141,055
IHI icon
427
iShares US Medical Devices ETF
IHI
$4.44B
$7.25M 0.02%
149,476
-13,452
AZO icon
428
AutoZone
AZO
$63B
$7.23M 0.02%
2,848
-1
VONV icon
429
Vanguard Russell 1000 Value ETF
VONV
$14B
$7.21M 0.02%
108,100
-10,792
EZM icon
430
WisdomTree US MidCap Fund
EZM
$857M
$7.19M 0.02%
141,736
-8,423
PSA icon
431
Public Storage
PSA
$48.3B
$7.18M 0.02%
+27,237
EBAY icon
432
eBay
EBAY
$39.7B
$7.16M 0.02%
+162,438
HLT icon
433
Hilton Worldwide
HLT
$63.9B
$7.13M 0.02%
+47,478
CNC icon
434
Centene
CNC
$17.8B
$7.07M 0.02%
102,570
-6,645
SONO icon
435
Sonos
SONO
$2.07B
$7.05M 0.02%
545,786
-3,215
SNPS icon
436
Synopsys
SNPS
$74.1B
$7.01M 0.02%
15,269
+212
BHP icon
437
BHP
BHP
$143B
$6.85M 0.02%
120,361
-4,491
ACGL icon
438
Arch Capital
ACGL
$33.3B
$6.8M 0.02%
85,343
+6,611
STE icon
439
Steris
STE
$26.3B
$6.79M 0.02%
30,950
-1,644
EZU icon
440
iShare MSCI Eurozone ETF
EZU
$8.18B
$6.76M 0.02%
160,118
-9,651
PINS icon
441
Pinterest
PINS
$18.5B
$6.75M 0.02%
249,750
-2,283
SUI icon
442
Sun Communities
SUI
$15.7B
$6.74M 0.02%
56,969
-31,372
AIG icon
443
American International
AIG
$42.1B
$6.74M 0.02%
111,197
-14,800
RS icon
444
Reliance Steel & Aluminium
RS
$14.4B
$6.73M 0.02%
25,678
-28
SU icon
445
Suncor Energy
SU
$53.1B
$6.68M 0.02%
+194,366
ALGN icon
446
Align Technology
ALGN
$10.2B
$6.62M 0.02%
+21,690
SNAP icon
447
Snap
SNAP
$15.6B
$6.62M 0.02%
742,697
+5,527
HACK icon
448
Amplify Cybersecurity ETF
HACK
$2.36B
$6.61M 0.02%
128,117
-57,954
SPYD icon
449
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.24B
$6.6M 0.02%
188,269
-82,033
EXPD icon
450
Expeditors International
EXPD
$18.9B
$6.6M 0.02%
57,560
-8,941
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