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
WCLD icon
676
WisdomTree Cloud Computing Fund
WCLD
$330M
$2.44M 0.01%
82,499
-300
MSA icon
677
Mine Safety
MSA
$6.32B
$2.43M 0.01%
15,410
-470
TSLX icon
678
Sixth Street Specialty
TSLX
$2.03B
$2.43M 0.01%
118,770
+28,299
ESGE icon
679
iShares ESG Aware MSCI EM ETF
ESGE
$5.67B
$2.42M 0.01%
79,938
-6,499
ESRT icon
680
Empire State Realty Trust
ESRT
$1.23B
$2.42M 0.01%
300,970
+260,840
BR icon
681
Broadridge
BR
$26.1B
$2.42M 0.01%
13,500
-88
DTD icon
682
WisdomTree US Total Dividend Fund
DTD
$1.49B
$2.41M 0.01%
40,057
-139
IXN icon
683
iShares Global Tech ETF
IXN
$6.55B
$2.39M 0.01%
41,343
-9,731
CCK icon
684
Crown Holdings
CCK
$11.4B
$2.38M 0.01%
26,919
+481
SF icon
685
Stifel
SF
$12.7B
$2.37M 0.01%
38,611
+7,357
RF icon
686
Regions Financial
RF
$22.3B
$2.36M 0.01%
+137,313
EPS icon
687
WisdomTree US LargeCap Fund
EPS
$1.29B
$2.36M 0.01%
51,591
+16,361
IYH icon
688
iShares US Healthcare ETF
IYH
$3.09B
$2.33M 0.01%
43,050
-3,895
ABR icon
689
Arbor Realty Trust
ABR
$1.8B
$2.32M 0.01%
152,961
-1,800
SCHX icon
690
Schwab US Large- Cap ETF
SCHX
$62.4B
$2.32M 0.01%
137,562
-42,651
FIX icon
691
Comfort Systems
FIX
$34.3B
$2.3M 0.01%
13,515
-1,060
EMXC icon
692
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.2B
$2.3M 0.01%
46,182
+9,284
MKC icon
693
McCormick & Company Non-Voting
MKC
$17.7B
$2.3M 0.01%
+30,390
VIOG icon
694
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$867M
$2.29M 0.01%
24,257
-125
XBI icon
695
State Street SPDR S&P Biotech ETF
XBI
$6.61B
$2.28M 0.01%
31,287
-9,747
LPLA icon
696
LPL Financial
LPLA
$30.1B
$2.27M 0.01%
+9,557
DNL icon
697
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$515M
$2.27M 0.01%
67,813
+751
IYE icon
698
iShares US Energy ETF
IYE
$1.17B
$2.27M 0.01%
47,806
-34,119
EMQQ icon
699
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$387M
$2.27M 0.01%
77,110
-30,340
PRU icon
700
Prudential Financial
PRU
$37.7B
$2.26M 0.01%
+23,835
26 27
28
29 30