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
SWKS icon
526
Skyworks Solutions
SWKS
$10.3B
$4.51M 0.01%
45,725
-1,403
DOV icon
527
Dover
DOV
$25.2B
$4.46M 0.01%
31,964
-1,296
GNR icon
528
SPDR S&P Global Natural Resources ETF
GNR
$3.46B
$4.45M 0.01%
79,784
-16,491
WDC icon
529
Western Digital
WDC
$56.8B
$4.44M 0.01%
+128,687
PRI icon
530
Primerica
PRI
$8.27B
$4.42M 0.01%
22,807
-1,349
ZS icon
531
Zscaler
ZS
$50.2B
$4.41M 0.01%
28,351
-93
COIN icon
532
Coinbase
COIN
$82B
$4.34M 0.01%
57,743
-40,753
CHKP icon
533
Check Point Software Technologies
CHKP
$21.7B
$4.32M 0.01%
32,387
-3,992
DFS
534
DELISTED
Discover Financial Services
DFS
$4.3M 0.01%
49,668
+8,961
OMC icon
535
Omnicom Group
OMC
$14.3B
$4.27M 0.01%
+57,282
TDOC icon
536
Teladoc Health
TDOC
$1.33B
$4.25M 0.01%
228,801
+36,357
LAD icon
537
Lithia Motors
LAD
$7.27B
$4.19M 0.01%
14,184
-411
BYD icon
538
Boyd Gaming
BYD
$6.32B
$4.16M 0.01%
68,409
+983
HAL icon
539
Halliburton
HAL
$22.7B
$4.11M 0.01%
101,387
-1,242
SNA icon
540
Snap-on
SNA
$17.8B
$4.07M 0.01%
15,961
-737
OCSL icon
541
Oaktree Specialty Lending
OCSL
$1.21B
$4.06M 0.01%
201,841
-1,400
MAS icon
542
Masco
MAS
$13B
$4.05M 0.01%
75,781
-2,145
SMCI icon
543
Super Micro Computer
SMCI
$22.6B
$4.05M 0.01%
147,570
+10,270
SPDW icon
544
SPDR Portfolio Developed World ex-US ETF
SPDW
$31.4B
$4.03M 0.01%
129,954
-407
BN icon
545
Brookfield
BN
$105B
$4.03M 0.01%
128,249
+6,610
CRBN icon
546
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.06B
$4.01M 0.01%
26,660
-1,418
LZ icon
547
LegalZoom.com
LZ
$1.82B
$3.98M 0.01%
364,026
-111,074
VRSK icon
548
Verisk Analytics
VRSK
$29.7B
$3.98M 0.01%
+16,839
SPLK
549
DELISTED
Splunk Inc
SPLK
$3.98M 0.01%
+27,198
JCI icon
550
Johnson Controls International
JCI
$80.3B
$3.96M 0.01%
+74,455
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