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
AER icon
476
AerCap
AER
$23.4B
$5.8M 0.02%
92,519
+929
DVYE icon
477
iShares Emerging Markets Dividend ETF
DVYE
$976M
$5.78M 0.02%
242,464
-1,302
EXPE icon
478
Expedia Group
EXPE
$33.5B
$5.75M 0.02%
55,743
-2,615
SPGP icon
479
Invesco S&P 500 GARP ETF
SPGP
$2.65B
$5.66M 0.02%
62,011
+8,400
ALL icon
480
Allstate
ALL
$54.7B
$5.63M 0.02%
50,570
-1,814
EVR icon
481
Evercore
EVR
$12.4B
$5.53M 0.02%
40,131
-7,557
VGK icon
482
Vanguard FTSE Europe ETF
VGK
$28.1B
$5.53M 0.02%
95,380
-28,007
AEP icon
483
American Electric Power
AEP
$65.7B
$5.46M 0.02%
+72,521
XYL icon
484
Xylem
XYL
$36.5B
$5.43M 0.02%
+59,704
WELL icon
485
Welltower
WELL
$132B
$5.43M 0.02%
+66,285
VIOO icon
486
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.07B
$5.42M 0.02%
62,004
-62
STX icon
487
Seagate
STX
$60.5B
$5.41M 0.02%
+82,038
LBRDK icon
488
Liberty Broadband Class C
LBRDK
$7.06B
$5.4M 0.02%
59,179
-713
FI icon
489
Fiserv
FI
$5.4M 0.02%
+47,842
USAC icon
490
USA Compression Partners
USAC
$2.84B
$5.35M 0.02%
224,114
+14,000
AVSC icon
491
Avantis US Small Cap Equity ETF
AVSC
$1.91B
$5.33M 0.02%
120,390
+6,193
PCAR icon
492
PACCAR
PCAR
$51.7B
$5.3M 0.02%
62,352
-16
D icon
493
Dominion Energy
D
$52.4B
$5.26M 0.02%
117,779
+182
MTD icon
494
Mettler-Toledo International
MTD
$29.6B
$5.2M 0.01%
+4,696
WCN icon
495
Waste Connections
WCN
$43.2B
$5.14M 0.01%
38,113
-293
KDP icon
496
Keurig Dr Pepper
KDP
$36.5B
$5.14M 0.01%
+162,814
UCTT icon
497
Ultra Clean Holdings
UCTT
$1.18B
$5.13M 0.01%
172,883
-73,100
MSCI icon
498
MSCI
MSCI
$43.6B
$5.1M 0.01%
9,944
-5,350
GLW icon
499
Corning
GLW
$76.3B
$5.09M 0.01%
167,136
-81,668
CHD icon
500
Church & Dwight Co
CHD
$20.5B
$5.06M 0.01%
55,184
-17,372
18 19
20
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