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JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$1.56B
2
+$1.51B
3
+$750M
4
AMZN icon
Amazon
AMZN
+$643M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$627M

Top Sells

1
+$88.9M
2
+$67.9M
3
+$63.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$56.1M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$47.5M

Sector Composition

1 Technology 20.33%
2 Healthcare 9.53%
3 Financials 8.92%
4 Consumer Discretionary 7.18%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIZ icon
651
Assurant
AIZ
$13.1B
$2.7M 0.01%
18,794
-505
HEI.A icon
652
HEICO Corp Class A
HEI.A
$35.6B
$2.7M 0.01%
20,861
+1,019
DFUV icon
653
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$2.69M 0.01%
79,068
-30,063
SONY icon
654
Sony
SONY
$116B
$2.68M 0.01%
+162,475
OVLY icon
655
Oak Valley Bancorp
OVLY
$283M
$2.67M 0.01%
106,579
IP icon
656
International Paper
IP
$20.5B
$2.65M 0.01%
+74,830
AMCR icon
657
Amcor
AMCR
$19.9B
$2.65M 0.01%
57,928
-45,601
IQV icon
658
IQVIA
IQV
$31.9B
$2.65M 0.01%
13,472
+98
IWY icon
659
iShares Russell Top 200 Growth ETF
IWY
$17.2B
$2.63M 0.01%
17,079
-633
FR icon
660
First Industrial Realty Trust
FR
$8.43B
$2.63M 0.01%
55,194
-3,620
IHDG icon
661
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.18B
$2.61M 0.01%
67,317
-44,460
LEA icon
662
Lear
LEA
$6.86B
$2.6M 0.01%
19,372
-584
MTB icon
663
M&T Bank
MTB
$34.7B
$2.6M 0.01%
20,554
-6,302
TRP icon
664
TC Energy
TRP
$72.6B
$2.6M 0.01%
75,178
+5,076
TDV icon
665
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$274M
$2.59M 0.01%
41,638
+2,756
NTAP icon
666
NetApp
NTAP
$29.9B
$2.55M 0.01%
+33,597
BXP icon
667
Boston Properties
BXP
$10.7B
$2.54M 0.01%
42,775
-1,169
AMG icon
668
Affiliated Managers Group
AMG
$9.03B
$2.54M 0.01%
+19,507
SPYX icon
669
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.69B
$2.53M 0.01%
72,959
-704
VEEV icon
670
Veeva Systems
VEEV
$27.8B
$2.52M 0.01%
12,370
-1,197
DRI icon
671
Darden Restaurants
DRI
$24.5B
$2.51M 0.01%
17,513
-655
EFOR
672
Everforth Inc
EFOR
$804M
$2.49M 0.01%
30,425
-685
EQL icon
673
ALPS Equal Sector Weight ETF
EQL
$731M
$2.47M 0.01%
73,809
+249
NDSN icon
674
Nordson
NDSN
$16.8B
$2.47M 0.01%
11,048
-1,178
CEG icon
675
Constellation Energy
CEG
$94.3B
$2.46M 0.01%
22,565
-3,369
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