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
XME icon
701
State Street SPDR S&P Metals & Mining ETF
XME
$2.76B
$2.25M 0.01%
42,909
+400
XLRE icon
702
Real Estate Select Sector SPDR Fund
XLRE
$7.71B
$2.24M 0.01%
65,859
+13,644
MDU icon
703
MDU Resources
MDU
$4.33B
$2.23M 0.01%
206,030
-29,270
LCII icon
704
LCI Industries
LCII
$2.64B
$2.23M 0.01%
19,030
-1,117
PAA icon
705
Plains All American Pipeline
PAA
$11.6B
$2.22M 0.01%
144,764
+87,373
SBAC icon
706
SBA Communications
SBAC
$21.5B
$2.21M 0.01%
11,016
-716
MU icon
707
Micron Technology
MU
$275B
$2.2M 0.01%
+32,344
AB icon
708
AllianceBernstein
AB
$3.62B
$2.2M 0.01%
72,379
-1,969
VYMI icon
709
Vanguard International High Dividend Yield ETF
VYMI
$12.8B
$2.18M 0.01%
35,159
-7,637
WPC icon
710
W.P. Carey
WPC
$14.8B
$2.17M 0.01%
41,017
-5,567
ANSS
711
DELISTED
Ansys
ANSS
$2.16M 0.01%
7,270
-1,078
EPAM icon
712
EPAM Systems
EPAM
$9.95B
$2.15M 0.01%
+8,391
SCHV icon
713
Schwab US Large-Cap Value ETF
SCHV
$14.2B
$2.12M 0.01%
98,757
-339
PFG icon
714
Principal Financial Group
PFG
$18.7B
$2.11M 0.01%
29,294
-2,035
LECO icon
715
Lincoln Electric
LECO
$13B
$2.11M 0.01%
11,595
-2,043
LH icon
716
Labcorp
LH
$22.1B
$2.11M 0.01%
10,480
-4,070
AIQ icon
717
Global X Artificial Intelligence & Technology ETF
AIQ
$5.57B
$2.1M 0.01%
78,064
+14,419
MUSA icon
718
Murphy USA
MUSA
$6.73B
$2.09M 0.01%
6,128
-35
HSIC icon
719
Henry Schein
HSIC
$8.58B
$2.09M 0.01%
28,198
-9,915
KNSL icon
720
Kinsale Capital Group
KNSL
$9.23B
$2.09M 0.01%
5,036
+70
CHTR icon
721
Charter Communications
CHTR
$27.6B
$2.08M 0.01%
4,739
-144
IPG icon
722
Interpublic Group of Companies
IPG
$9.32B
$2.08M 0.01%
+72,410
EES icon
723
WisdomTree US SmallCap Earnings Fund
EES
$628M
$2.07M 0.01%
47,907
-956
LUV icon
724
Southwest Airlines
LUV
$17.2B
$2.07M 0.01%
+76,529
INGR icon
725
Ingredion
INGR
$6.87B
$2.06M 0.01%
20,984
-400
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29
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