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
$19.3B
AUM Growth
-$27.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,974
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$31.3M
3
+$30.1M
4
OEF icon
iShares S&P 100 ETF
OEF
+$21.6M
5
BLK icon
Blackrock
BLK
+$16.8M

Top Sells

1
+$1.91B
2
+$1.84B
3
+$1.67B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.05B
5
AMZN icon
Amazon
AMZN
+$593M

Sector Composition

1 Healthcare 11.34%
2 Industrials 7.98%
3 Financials 5.43%
4 Technology 5.38%
5 Energy 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMXC icon
576
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.2B
$1.92M 0.01%
36,898
+12,931
MUSA icon
577
Murphy USA
MUSA
$6.73B
$1.92M 0.01%
6,163
+47
LIT icon
578
Global X Lithium & Battery Tech ETF
LIT
$1.42B
$1.9M 0.01%
29,288
-14,711
XYLD icon
579
Global X S&P 500 Covered Call ETF
XYLD
$3.14B
$1.9M 0.01%
+46,377
ICF icon
580
iShares Select U.S. REIT ETF
ICF
$1.92B
$1.9M 0.01%
34,225
-91,195
IHF icon
581
iShares US Healthcare Providers ETF
IHF
$804M
$1.88M 0.01%
36,750
-48,740
IXUS icon
582
iShares Core MSCI Total International Stock ETF
IXUS
$51.2B
$1.87M 0.01%
29,937
-13,291
CAG icon
583
Conagra Brands
CAG
$8.29B
$1.87M 0.01%
55,393
-4,243
SF icon
584
Stifel
SF
$12.7B
$1.86M 0.01%
31,254
-11,619
PXF icon
585
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.25B
$1.86M 0.01%
41,354
-962
HLI icon
586
Houlihan Lokey
HLI
$12.9B
$1.86M 0.01%
18,909
-8,289
KNSL icon
587
Kinsale Capital Group
KNSL
$9.23B
$1.86M 0.01%
4,966
-1,065
VSGX icon
588
Vanguard ESG International Stock ETF
VSGX
$5.32B
$1.86M 0.01%
34,956
-8,164
MGV icon
589
Vanguard Mega Cap Value ETF
MGV
$10.3B
$1.85M 0.01%
17,842
-13,199
ALK icon
590
Alaska Air
ALK
$5.04B
$1.84M 0.01%
34,642
-1,640
ROBO icon
591
ROBO Global Robotics & Automation Index ETF
ROBO
$1.21B
$1.84M 0.01%
31,350
-3,975
LKQ icon
592
LKQ Corp
LKQ
$7.95B
$1.83M 0.01%
31,322
-18,302
DLTR icon
593
Dollar Tree
DLTR
$21.7B
$1.82M 0.01%
12,683
-8,269
DES icon
594
WisdomTree US SmallCap Dividend Fund
DES
$1.85B
$1.81M 0.01%
62,956
-14,391
GGG icon
595
Graco
GGG
$13.7B
$1.81M 0.01%
20,939
-5,580
RWJ icon
596
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.6B
$1.81M 0.01%
47,787
-4,713
SKYY icon
597
First Trust Cloud Computing ETF
SKYY
$3.25B
$1.81M 0.01%
23,785
-3,583
BUD icon
598
AB InBev
BUD
$126B
$1.8M 0.01%
31,758
-16,110
SCHG icon
599
Schwab US Large-Cap Growth ETF
SCHG
$53.5B
$1.8M 0.01%
96,124
-10,488
VIOV icon
600
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.43B
$1.8M 0.01%
21,918
-646
22 23
24
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