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
UDR icon
626
UDR
UDR
$11.5B
$2.97M 0.01%
83,297
-105,569
EWBC icon
627
East-West Bancorp
EWBC
$14.5B
$2.96M 0.01%
56,178
-3,596
ALC icon
628
Alcon
ALC
$39.3B
$2.94M 0.01%
37,881
-6,100
EWT icon
629
iShares MSCI Taiwan ETF
EWT
$6.79B
$2.93M 0.01%
65,805
-2,186
VTWV icon
630
Vanguard Russell 2000 Value ETF
VTWV
$835M
$2.92M 0.01%
24,492
+114
SNX icon
631
TD Synnex
SNX
$12.4B
$2.89M 0.01%
28,990
-838
ES icon
632
Eversource Energy
ES
$27.6B
$2.88M 0.01%
+49,581
AFRM icon
633
Affirm
AFRM
$26.1B
$2.88M 0.01%
+135,175
WHR icon
634
Whirlpool
WHR
$3.74B
$2.86M 0.01%
21,422
-3,104
FTNT icon
635
Fortinet
FTNT
$61.1B
$2.85M 0.01%
48,593
-75,401
HIG icon
636
Hartford Financial Services
HIG
$37B
$2.83M 0.01%
+39,883
OI icon
637
O-I Glass
OI
$1.98B
$2.83M 0.01%
169,008
-2,171
CSGP icon
638
CoStar Group
CSGP
$29.3B
$2.82M 0.01%
36,693
-2,087
RIO icon
639
Rio Tinto
RIO
$116B
$2.8M 0.01%
+43,943
MANH icon
640
Manhattan Associates
MANH
$10.6B
$2.79M 0.01%
14,099
-1,039
NGG icon
641
National Grid
NGG
$77.4B
$2.77M 0.01%
+47,876
APO icon
642
Apollo Global Management
APO
$77.5B
$2.76M 0.01%
30,752
+7,890
IYG icon
643
iShares US Financial Services ETF
IYG
$1.97B
$2.74M 0.01%
53,061
-3,000
XEL icon
644
Xcel Energy
XEL
$47.7B
$2.73M 0.01%
47,781
-9,424
CAG icon
645
Conagra Brands
CAG
$8.29B
$2.73M 0.01%
99,605
+44,212
NU icon
646
Nu Holdings
NU
$78.2B
$2.72M 0.01%
375,342
+187,825
BTI icon
647
British American Tobacco
BTI
$121B
$2.72M 0.01%
86,587
-32,804
IOO icon
648
iShares Global 100 ETF
IOO
$7.75B
$2.71M 0.01%
37,023
-261
AOA icon
649
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.66B
$2.71M 0.01%
42,622
ETR icon
650
Entergy
ETR
$43.1B
$2.7M 0.01%
58,404
+9,624
24 25
26
27 28