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
EVT icon
426
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.88B
$3.29M 0.02%
144,748
+23,458
WMG icon
427
Warner Music
WMG
$16B
$3.26M 0.02%
125,093
SDVY icon
428
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.93B
$3.22M 0.02%
113,797
-12,976
EWT icon
429
iShares MSCI Taiwan ETF
EWT
$6.79B
$3.2M 0.02%
67,991
-620
GSLC icon
430
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$3.19M 0.02%
36,573
-1,082
LBTYK icon
431
Liberty Global Class C
LBTYK
$3.74B
$3.18M 0.02%
179,210
-39,314
CTRA icon
432
Coterra Energy
CTRA
$19.9B
$3.18M 0.02%
125,550
-113,834
IXN icon
433
iShares Global Tech ETF
IXN
$6.55B
$3.18M 0.02%
51,074
-4,100
GOLF icon
434
Acushnet Holdings
GOLF
$4.78B
$3.18M 0.02%
58,078
-6,405
EWBC icon
435
East-West Bancorp
EWBC
$14.5B
$3.16M 0.02%
59,774
-27,092
EMQQ icon
436
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$387M
$3.15M 0.02%
107,450
-13,253
HDB icon
437
HDFC Bank
HDB
$187B
$3.15M 0.02%
45,261
-33,206
EGP icon
438
EastGroup Properties
EGP
$9.49B
$3.15M 0.02%
18,131
-5,365
SCHX icon
439
Schwab US Large- Cap ETF
SCHX
$62.4B
$3.15M 0.02%
180,213
-467,148
IYR icon
440
iShares US Real Estate ETF
IYR
$3.71B
$3.14M 0.02%
36,319
-29,712
TAN icon
441
Invesco Solar ETF
TAN
$886M
$3.11M 0.02%
43,611
-31,763
DBX icon
442
Dropbox
DBX
$7.72B
$3.1M 0.02%
116,088
-981
FR icon
443
First Industrial Realty Trust
FR
$7.43B
$3.1M 0.02%
58,814
-3,828
HSIC icon
444
Henry Schein
HSIC
$8.58B
$3.09M 0.02%
38,113
-65,186
WPC icon
445
W.P. Carey
WPC
$14.8B
$3.08M 0.02%
46,584
-55,328
ILCG icon
446
iShares Morningstar Growth ETF
ILCG
$3.1B
$3.08M 0.02%
49,419
+11,785
DRI icon
447
Darden Restaurants
DRI
$20.4B
$3.04M 0.02%
18,168
-6,218
NDSN icon
448
Nordson
NDSN
$13.3B
$3.03M 0.02%
12,226
-2,114
SCHH icon
449
Schwab US REIT ETF
SCHH
$8.31B
$3.03M 0.02%
155,097
-822
MANH icon
450
Manhattan Associates
MANH
$10.6B
$3.03M 0.02%
15,138
-4,415
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