JMPWA
JP Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Est. Return
24.25%
1 Year Est. Return
+24.25%
AUM
$35B
AUM Growth
+$15.8B
(+82%)
Holding
1,811
Top Buys
| 1 | +$1.45B | |
| 2 | +$1.44B | |
| 3 | +$729M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$634M |
| 5 |
Amazon
AMZN
|
+$610M |
Top Sells
| 1 | +$85.5M | |
| 2 | +$65.2M | |
| 3 | +$56.1M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$53.9M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
826
Leggett & Platt
LEG
$1.22B
| $1.56M | ﹤0.01% |
61,515
-23,095
|
|
||
827
RELX
RELX
$75.2B
| $1.56M | ﹤0.01% |
+46,277
|
|
||
828
LKQ Corp
LKQ
$7.95B
| $1.56M | ﹤0.01% |
31,453
+131
|
|
||
829
iShares Select U.S. REIT ETF
ICF
$1.92B
| $1.54M | ﹤0.01% |
30,697
-3,528
|
|
||
830
Toronto Dominion Bank
TD
$141B
| $1.53M | ﹤0.01% |
25,473
-645
|
|
||
831
Keysight
KEYS
$31.6B
| $1.52M | ﹤0.01% |
+11,485
|
|
||
832
Albany International
AIN
$1.32B
| $1.51M | ﹤0.01% |
17,552
-1,269
|
|
||
833
Alliant Energy
LNT
$17.5B
| $1.51M | ﹤0.01% |
31,226
+114
|
|
||
834
iShares Global Healthcare ETF
IXJ
$4.2B
| $1.51M | ﹤0.01% |
18,274
-1,152
|
|
||
835
Agilent Technologies
A
$43B
| $1.5M | ﹤0.01% |
+13,449
|
|
||
836
XPO
XPO
$16.5B
| $1.5M | ﹤0.01% |
20,142
-1,551
|
|
||
837
Blackstone Secured Lending
BXSL
$6.16B
| $1.5M | ﹤0.01% |
54,854
+37,148
|
|
||
838
Hamilton Lane
HLNE
$5.91B
| $1.49M | ﹤0.01% |
16,442
-613
|
|
||
839
Northern Trust
NTRS
$25B
| $1.49M | ﹤0.01% |
21,380
-13,162
|
|
||
840
Mid-America Apartment Communities
MAA
$15.4B
| $1.49M | ﹤0.01% |
11,544
-1,198
|
|
||
841
Kraft Heinz
KHC
$29.3B
| $1.48M | ﹤0.01% |
44,116
+15,677
|
|
||
842
Tapestry
TPR
$21.3B
| $1.48M | ﹤0.01% |
51,535
-960
|
|
||
843
Atmos Energy
ATO
$28.5B
| $1.48M | ﹤0.01% |
13,961
-1,238
|
|
||
844
UiPath
PATH
$7.57B
| $1.48M | ﹤0.01% |
86,355
-10,416
|
|
||
845
Loews
L
$21.5B
| $1.48M | ﹤0.01% |
23,330
+397
|
|
||
846
Dentsply Sirona
XRAY
$2.16B
| $1.48M | ﹤0.01% |
43,209
+1,564
|
|
||
847
nVent Electric
NVT
$18B
| $1.47M | ﹤0.01% |
27,726
-5,331
|
|
||
848
State Street SPDR S&P Bank ETF
KBE
$1.46B
| $1.47M | ﹤0.01% |
39,793
-7,471
|
|
||
849
Warby Parker
WRBY
$2.14B
| $1.47M | ﹤0.01% |
111,417
+187
|
|
||
850
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
| $1.46M | ﹤0.01% |
25,882
+981
|
|