JMPWA
JP Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Est. Return
24.26%
This Fund
S&P 500
1 Year Est. Return
+24.26%
AUM
$35B
AUM Growth
+$15.8B
(+82%)
Holding
1,811
Top Buys
| 1 | +$1.56B | |
| 2 | +$1.51B | |
| 3 | +$750M | |
| 4 |
Amazon
AMZN
|
+$643M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$627M |
Top Sells
| 1 | +$88.9M | |
| 2 | +$67.9M | |
| 3 | +$63.2M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$56.1M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$47.5M |
Sector Composition
| 1 | Technology | 20.33% |
| 2 | Healthcare | 9.53% |
| 3 | Financials | 8.92% |
| 4 | Consumer Discretionary | 7.18% |
| 5 | Industrials | 6.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Warner Music
WMG
$12.6B
| $3.93M | 0.01% |
125,093
|
|
||
552
Vanguard Russell 1000 Growth ETF
VONG
$35.7B
| $3.92M | 0.01% |
57,326
-3,699
|
|
||
|
IMVP
553
Invesco India ETF
IMVP
$147M
| $3.92M | 0.01% |
+167,016
|
|
||
554
State Street
STT
$34.6B
| $3.91M | 0.01% |
+58,452
|
|
||
555
Ametek
AME
$48B
| $3.91M | 0.01% |
26,435
-1,153
|
|
||
556
Williams-Sonoma
WSM
$21.4B
| $3.9M | 0.01% |
+50,210
|
|
||
557
iShares US Real Estate ETF
IYR
$3.96B
| $3.9M | 0.01% |
49,874
+13,555
|
|
||
558
Gen Digital
GEN
$11.3B
| $3.89M | 0.01% |
+220,084
|
|
||
559
Thomson Reuters
TRI
$40.8B
| $3.88M | 0.01% |
+31,573
|
|
||
560
Hewlett Packard
HPE
$31.3B
| $3.88M | 0.01% |
+223,345
|
|
||
561
Truist Financial
TFC
$55.7B
| $3.87M | 0.01% |
135,255
-48,383
|
|
||
562
F5
FFIV
$16B
| $3.86M | 0.01% |
23,981
-780
|
|
||
563
Paycom
PAYC
$6.4B
| $3.83M | 0.01% |
14,770
-181
|
|
||
564
PPL Corp
PPL
$28.7B
| $3.83M | 0.01% |
162,459
-19,455
|
|
||
565
Electronic Arts
EA
$50.7B
| $3.82M | 0.01% |
+31,705
|
|
||
566
Vanguard Utilities ETF
VPU
$8.59B
| $3.81M | 0.01% |
29,890
-1,160
|
|
||
567
Calamos Strategic Total Return Fund
CSQ
$2.68B
| $3.81M | 0.01% |
270,758
+3,997
|
|
||
568
United Airlines
UAL
$28.2B
| $3.81M | 0.01% |
90,050
-12,361
|
|
||
569
Coterra Energy
CTRA
$27.8B
| $3.76M | 0.01% |
138,966
+13,416
|
|
||
570
GSK
GSK
$109B
| $3.75M | 0.01% |
103,424
+5,062
|
|
||
571
Dimensional US Equity ETF
DFUS
$17.7B
| $3.75M | 0.01% |
80,500
+4,688
|
|
||
572
Emcor
EME
$31.7B
| $3.74M | 0.01% |
17,788
-895
|
|
||
573
Healthpeak Properties
DOC
$11.6B
| $3.74M | 0.01% |
203,629
-111,420
|
|
||
574
BCE
BCE
$23.8B
| $3.71M | 0.01% |
97,138
-54,274
|
|
||
575
Kenvue
KVUE
$33B
| $3.7M | 0.01% |
+184,503
|
|