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
KMX icon
651
CarMax
KMX
$5.05B
$1.53M 0.01%
18,233
-2,331
FNF icon
652
Fidelity National Financial
FNF
$15.9B
$1.52M 0.01%
42,149
-10,228
FRDM icon
653
Freedom 100 Emerging Markets ETF
FRDM
$1.57B
$1.51M 0.01%
48,152
-827
U icon
654
Unity
U
$17.1B
$1.51M 0.01%
34,757
-478
AVRE icon
655
Avantis Real Estate ETF
AVRE
$650M
$1.48M 0.01%
36,206
+11
NU icon
656
Nu Holdings
NU
$78.2B
$1.48M 0.01%
187,517
-2,795
CASY icon
657
Casey's General Stores
CASY
$19.9B
$1.48M 0.01%
6,060
-6,985
IGE icon
658
iShares North American Natural Resources ETF
IGE
$626M
$1.48M 0.01%
38,029
-1,621
CNXC icon
659
Concentrix
CNXC
$2.2B
$1.48M 0.01%
18,281
-1,759
SCZ icon
660
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
$1.47M 0.01%
24,901
-8,127
WRB icon
661
W.R. Berkley
WRB
$29.1B
$1.45M 0.01%
36,489
-39,476
VOOV icon
662
Vanguard S&P 500 Value ETF
VOOV
$5.87B
$1.44M 0.01%
9,279
+1,642
EQH icon
663
Equitable Holdings
EQH
$13B
$1.44M 0.01%
52,989
-7,813
PARA
664
DELISTED
Paramount Global Class B
PARA
$1.44M 0.01%
90,412
+6,004
SE icon
665
Sea Limited
SE
$84.9B
$1.41M 0.01%
24,353
-1,656
EEMV icon
666
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.8B
$1.41M 0.01%
25,673
-35,291
SYF icon
667
Synchrony
SYF
$27.2B
$1.4M 0.01%
41,192
-7,806
IVOV icon
668
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.07B
$1.39M 0.01%
16,944
-1,242
GLOB icon
669
Globant
GLOB
$2.72B
$1.38M 0.01%
7,702
-1,487
OLED icon
670
Universal Display
OLED
$5.75B
$1.38M 0.01%
9,591
+1,482
VRSN icon
671
VeriSign
VRSN
$23.2B
$1.38M 0.01%
6,099
-608
AGM icon
672
Federal Agricultural Mortgage
AGM
$1.82B
$1.37M 0.01%
9,534
-1,314
RVNC
673
DELISTED
Revance Therapeutics, Inc.
RVNC
$1.37M 0.01%
54,126
-1,684
HLNE icon
674
Hamilton Lane
HLNE
$5.91B
$1.36M 0.01%
17,055
-2,261
PHM icon
675
Pultegroup
PHM
$23.5B
$1.36M 0.01%
17,552
-11,057
25 26
27
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