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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
ASND icon
776
Ascendis Pharma A/S
ASND
$17B
$1.81M 0.01%
+19,325
TYL icon
777
Tyler Technologies
TYL
$12.2B
$1.81M 0.01%
4,682
-261
ADC icon
778
Agree Realty
ADC
$9.18B
$1.8M 0.01%
32,553
-5,838
HEDJ icon
779
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$1.78M 0.01%
45,174
-9,136
TWLO icon
780
Twilio
TWLO
$29.3B
$1.78M 0.01%
30,470
-498
K
781
DELISTED
Kellanova
K
$1.78M 0.01%
31,852
-6,107
PNNT
782
Pennant Park Investment Corp
PNNT
$223M
$1.78M 0.01%
270,437
-79,434
DFAS icon
783
Dimensional US Small Cap ETF
DFAS
$15.1B
$1.78M 0.01%
33,867
-16,001
IHF icon
784
iShares US Healthcare Providers ETF
IHF
$1.19B
$1.77M 0.01%
35,865
-885
HUBB icon
785
Hubbell
HUBB
$27.5B
$1.76M 0.01%
5,616
-913
DOCU
786
DocuSign
DOCU
$8.67B
$1.75M 0.01%
41,724
-88,414
RODM icon
787
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.54B
$1.75M 0.01%
68,276
-99,731
BC icon
788
Brunswick
BC
$5.55B
$1.75M 0.01%
22,112
-359
PCG icon
789
PG&E
PCG
$38.4B
$1.74M 0.01%
108,100
+42,976
FDS icon
790
Factset
FDS
$8.42B
$1.74M 0.01%
3,983
-1,507
DON icon
791
WisdomTree US MidCap Dividend Fund
DON
$3.97B
$1.73M 0.01%
42,355
+176
PAVE icon
792
Global X US Infrastructure Development ETF
PAVE
$14.5B
$1.73M ﹤0.01%
56,933
-4,743
IDA icon
793
Idacorp
IDA
$8.48B
$1.73M ﹤0.01%
18,431
-517
RWJ icon
794
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2B
$1.72M ﹤0.01%
47,319
-468
HSY icon
795
Hershey
HSY
$36.4B
$1.72M ﹤0.01%
+8,598
HRL icon
796
Hormel Foods
HRL
$14.4B
$1.71M ﹤0.01%
45,071
-3,577
IXUS icon
797
iShares Core MSCI Total International Stock ETF
IXUS
$57.9B
$1.71M ﹤0.01%
28,487
-1,450
HEI icon
798
HEICO Corp
HEI
$48.7B
$1.71M ﹤0.01%
10,543
-1,334
PUK icon
799
Prudential
PUK
$33.4B
$1.7M ﹤0.01%
77,541
+17,921
ESS icon
800
Essex Property Trust
ESS
$18.9B
$1.7M ﹤0.01%
8,012
-2,679
30 31
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