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
IXJ icon
626
iShares Global Healthcare ETF
IXJ
$4.2B
$1.65M 0.01%
19,426
+1,908
TILT icon
627
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.86B
$1.65M 0.01%
9,780
-8,504
BSVO icon
628
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$1.72B
$1.65M 0.01%
92,427
EPS icon
629
WisdomTree US LargeCap Fund
EPS
$1.29B
$1.65M 0.01%
35,230
-14,458
SPXE icon
630
ProShares S&P 500 ex-Energy ETF
SPXE
$73.2M
$1.64M 0.01%
34,552
+110
MLI icon
631
Mueller Industries
MLI
$12.1B
$1.64M 0.01%
37,588
-70,474
LNT icon
632
Alliant Energy
LNT
$17.5B
$1.63M 0.01%
31,112
+656
TD icon
633
Toronto Dominion Bank
TD
$141B
$1.62M 0.01%
26,118
-5,604
SCHY icon
634
Schwab International Dividend Equity ETF
SCHY
$1.38B
$1.62M 0.01%
67,615
-881,729
PATH icon
635
UiPath
PATH
$7.57B
$1.6M 0.01%
96,771
-45,009
HXL icon
636
Hexcel
HXL
$5.47B
$1.6M 0.01%
21,092
-8,031
ESML icon
637
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.03B
$1.6M 0.01%
45,121
-3,304
LFUS icon
638
Littelfuse
LFUS
$6.13B
$1.6M 0.01%
5,482
-3,602
TFX icon
639
Teleflex
TFX
$4.93B
$1.59M 0.01%
6,585
-1,049
CHX
640
DELISTED
ChampionX
CHX
$1.59M 0.01%
51,309
-18,715
AZTA icon
641
Azenta
AZTA
$1.41B
$1.59M 0.01%
33,993
-23,788
RYAAY icon
642
Ryanair
RYAAY
$34.2B
$1.59M 0.01%
35,853
-10,840
VONE icon
643
Vanguard Russell 1000 ETF
VONE
$7.04B
$1.57M 0.01%
7,792
-1,610
FMX icon
644
Fomento Económico Mexicano
FMX
$33.2B
$1.56M 0.01%
14,119
-22,260
FUL icon
645
H.B. Fuller
FUL
$3.13B
$1.56M 0.01%
21,869
-1,538
TKR icon
646
Timken Company
TKR
$5.48B
$1.56M 0.01%
17,055
-2,423
VTWG icon
647
Vanguard Russell 2000 Growth ETF
VTWG
$1.11B
$1.54M 0.01%
8,707
+343
EPP icon
648
iShares MSCI Pacific ex Japan ETF
EPP
$1.84B
$1.54M 0.01%
36,363
-361
BCS icon
649
Barclays
BCS
$78.3B
$1.53M 0.01%
194,733
-33,468
NULG icon
650
Nuveen ESG Large-Cap Growth ETF
NULG
$1.8B
$1.53M 0.01%
24,547
-2,164
24 25
26
27 28