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
HDB icon
601
HDFC Bank
HDB
$187B
$3.33M 0.01%
56,369
+11,108
RJF icon
602
Raymond James Financial
RJF
$32.9B
$3.32M 0.01%
33,075
-206
FIW icon
603
First Trust Water ETF
FIW
$1.94B
$3.3M 0.01%
39,876
+1
CPT icon
604
Camden Property Trust
CPT
$10.9B
$3.28M 0.01%
34,712
-2,105
NRG icon
605
NRG Energy
NRG
$32.4B
$3.27M 0.01%
+85,006
SCHH icon
606
Schwab US REIT ETF
SCHH
$8.31B
$3.26M 0.01%
183,859
+28,762
RBC icon
607
RBC Bearings
RBC
$14.1B
$3.25M 0.01%
13,902
-1,357
ICLN icon
608
iShares Global Clean Energy ETF
ICLN
$1.91B
$3.21M 0.01%
219,756
-88,022
EVT icon
609
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.88B
$3.21M 0.01%
151,445
+6,697
ARW icon
610
Arrow Electronics
ARW
$5.73B
$3.2M 0.01%
25,570
-1,323
SDVY icon
611
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.93B
$3.18M 0.01%
112,510
-1,287
XYZ
612
Block Inc
XYZ
$40B
$3.17M 0.01%
71,655
-3,123
TRGP icon
613
Targa Resources
TRGP
$36.6B
$3.16M 0.01%
36,858
-8,311
DBX icon
614
Dropbox
DBX
$7.72B
$3.16M 0.01%
115,889
-199
GEHC icon
615
GE HealthCare
GEHC
$34.2B
$3.15M 0.01%
46,368
+62
AVY icon
616
Avery Dennison
AVY
$13.5B
$3.13M 0.01%
+17,113
IQLT icon
617
iShares MSCI Intl Quality Factor ETF
IQLT
$13.5B
$3.06M 0.01%
91,141
-4,573
IMCG icon
618
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.16B
$3.05M 0.01%
53,381
-3,600
LBTYK icon
619
Liberty Global Class C
LBTYK
$3.74B
$3.03M 0.01%
163,243
-15,967
IFRA icon
620
iShares US Infrastructure ETF
IFRA
$3.07B
$3.02M 0.01%
82,640
-11,865
GOLF icon
621
Acushnet Holdings
GOLF
$4.78B
$3.01M 0.01%
56,820
-1,258
RSG icon
622
Republic Services
RSG
$63.5B
$2.99M 0.01%
+21,002
XOP icon
623
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.88B
$2.99M 0.01%
20,233
+1,036
EGP icon
624
EastGroup Properties
EGP
$9.49B
$2.98M 0.01%
17,886
-245
GSLC icon
625
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$2.98M 0.01%
35,341
-1,232
23 24
25
26 27