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
ALB icon
501
Albemarle
ALB
$13B
$5.03M 0.01%
+29,577
AFL icon
502
Aflac
AFL
$60.1B
$5.03M 0.01%
65,483
+167
VXF icon
503
Vanguard Extended Market ETF
VXF
$24.5B
$5.02M 0.01%
35,008
-198
SNY icon
504
Sanofi
SNY
$126B
$4.99M 0.01%
93,082
+4,841
VOOG icon
505
Vanguard S&P 500 Growth ETF
VOOG
$20.8B
$4.97M 0.01%
20,133
+762
TMUS icon
506
T-Mobile US
TMUS
$238B
$4.95M 0.01%
+35,375
PCOR icon
507
Procore
PCOR
$12.1B
$4.94M 0.01%
75,635
+48,626
DXJ icon
508
WisdomTree Japan Hedged Equity Fund
DXJ
$4.16B
$4.84M 0.01%
54,811
-1,750
ALLE icon
509
Allegion
ALLE
$14.5B
$4.81M 0.01%
46,205
-10,046
EL icon
510
Estee Lauder
EL
$33.2B
$4.79M 0.01%
+33,136
AWK icon
511
American Water Works
AWK
$25.3B
$4.75M 0.01%
+38,388
LHX icon
512
L3Harris
LHX
$56.2B
$4.74M 0.01%
27,228
-1,510
WEC icon
513
WEC Energy
WEC
$36.5B
$4.74M 0.01%
58,786
-3,201
DXCM icon
514
DexCom
DXCM
$23.2B
$4.7M 0.01%
+50,384
CWI icon
515
SPDR MSCI ACWI ex-US ETF
CWI
$2.21B
$4.7M 0.01%
188,635
+39,235
CBOE icon
516
Cboe Global Markets
CBOE
$27.3B
$4.69M 0.01%
30,051
+13,581
TEL icon
517
TE Connectivity
TEL
$72.6B
$4.69M 0.01%
+37,975
FIS icon
518
Fidelity National Information Services
FIS
$34.3B
$4.69M 0.01%
84,822
-15,080
NXPI icon
519
NXP Semiconductors
NXPI
$51.4B
$4.63M 0.01%
+23,136
HEFA icon
520
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.87B
$4.62M 0.01%
153,556
-25,711
PLTR icon
521
Palantir
PLTR
$439B
$4.6M 0.01%
287,422
-7,314
APH icon
522
Amphenol
APH
$174B
$4.55M 0.01%
108,440
-13,880
JEPQ icon
523
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.3B
$4.54M 0.01%
96,779
-11,685
BOH icon
524
Bank of Hawaii
BOH
$2.64B
$4.52M 0.01%
91,015
-3,086
AMJ
525
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$4.51M 0.01%
182,576
-25,083
19 20
21
22 23