JMPWA
JP Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Est. Return
24.25%
1 Year Est. Return
+24.25%
AUM
$35B
AUM Growth
+$15.8B
(+82%)
Holding
1,811
Top Buys
| 1 | +$1.45B | |
| 2 | +$1.44B | |
| 3 | +$729M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$634M |
| 5 |
Amazon
AMZN
|
+$610M |
Top Sells
| 1 | +$85.5M | |
| 2 | +$65.2M | |
| 3 | +$56.1M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$53.9M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
551
Warner Music
WMG
$16B
| $3.93M | 0.01% |
125,093
|
|
||
552
Vanguard Russell 1000 Growth ETF
VONG
$33.7B
| $3.92M | 0.01% |
57,326
-3,699
|
|
||
553
Invesco India ETF
PIN
$218M
| $3.92M | 0.01% |
+167,016
|
|
||
554
State Street
STT
$33.8B
| $3.91M | 0.01% |
+58,452
|
|
||
555
Ametek
AME
$45.3B
| $3.91M | 0.01% |
26,435
-1,153
|
|
||
556
Williams-Sonoma
WSM
$23.4B
| $3.9M | 0.01% |
+50,210
|
|
||
557
iShares US Real Estate ETF
IYR
$3.71B
| $3.9M | 0.01% |
49,874
+13,555
|
|
||
558
Gen Digital
GEN
$16.7B
| $3.89M | 0.01% |
+220,084
|
|
||
559
Thomson Reuters
TRI
$61.5B
| $3.88M | 0.01% |
+31,573
|
|
||
560
Hewlett Packard
HPE
$31B
| $3.88M | 0.01% |
+223,345
|
|
||
561
Truist Financial
TFC
$58.4B
| $3.87M | 0.01% |
135,255
-48,383
|
|
||
562
F5
FFIV
$13.9B
| $3.86M | 0.01% |
23,981
-780
|
|
||
563
Paycom
PAYC
$9.21B
| $3.83M | 0.01% |
14,770
-181
|
|
||
564
PPL Corp
PPL
$27.3B
| $3.83M | 0.01% |
162,459
-19,455
|
|
||
565
Electronic Arts
EA
$50.4B
| $3.82M | 0.01% |
+31,705
|
|
||
566
Vanguard Utilities ETF
VPU
$7.89B
| $3.81M | 0.01% |
29,890
-1,160
|
|
||
567
Calamos Strategic Total Return Fund
CSQ
$3.08B
| $3.81M | 0.01% |
270,758
+3,997
|
|
||
568
United Airlines
UAL
$32.4B
| $3.81M | 0.01% |
90,050
-12,361
|
|
||
569
Coterra Energy
CTRA
$19.9B
| $3.76M | 0.01% |
138,966
+13,416
|
|
||
570
GSK
GSK
$96.6B
| $3.75M | 0.01% |
103,424
+5,062
|
|
||
571
Dimensional US Equity ETF
DFUS
$17.5B
| $3.75M | 0.01% |
80,500
+4,688
|
|
||
572
Emcor
EME
$28.8B
| $3.74M | 0.01% |
17,788
-895
|
|
||
573
Healthpeak Properties
DOC
$12.3B
| $3.74M | 0.01% |
203,629
-111,420
|
|
||
574
BCE
BCE
$21.2B
| $3.71M | 0.01% |
97,138
-54,274
|
|
||
575
Kenvue
KVUE
$31.9B
| $3.7M | 0.01% |
+184,503
|
|