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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
FCN icon
851
FTI Consulting
FCN
$4.53B
$1.45M ﹤0.01%
+8,131
RPG icon
852
Invesco S&P 500 Pure Growth ETF
RPG
$2.24B
$1.45M ﹤0.01%
48,103
-7,847
AGM icon
853
Federal Agricultural Mortgage
AGM
$2.1B
$1.45M ﹤0.01%
9,392
-142
CNXC icon
854
Concentrix
CNXC
$1.45B
$1.45M ﹤0.01%
18,083
-198
SCHG icon
855
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$1.45M ﹤0.01%
79,604
-16,520
BAX icon
856
Baxter International
BAX
$11.3B
$1.44M ﹤0.01%
+38,129
HUM icon
857
Humana
HUM
$46.1B
$1.44M ﹤0.01%
+2,952
STLD icon
858
Steel Dynamics
STLD
$33.9B
$1.43M ﹤0.01%
13,319
+6,342
VTWG icon
859
Vanguard Russell 2000 Growth ETF
VTWG
$1.49B
$1.42M ﹤0.01%
8,721
+14
MDC
860
DELISTED
M.D.C. Holdings, Inc.
MDC
$1.42M ﹤0.01%
34,464
-2,796
AGO icon
861
Assured Guaranty
AGO
$3.53B
$1.42M ﹤0.01%
23,473
-423
SPOT icon
862
Spotify
SPOT
$96B
$1.42M ﹤0.01%
+9,184
AVRE icon
863
Avantis Real Estate ETF
AVRE
$848M
$1.42M ﹤0.01%
37,736
+1,530
VSGX icon
864
Vanguard ESG International Stock ETF
VSGX
$6.56B
$1.41M ﹤0.01%
27,992
-6,964
PARA
865
DELISTED
Paramount Global Class B
PARA
$1.41M ﹤0.01%
109,402
+18,990
FRDM icon
866
Freedom 100 Emerging Markets ETF
FRDM
$3.51B
$1.4M ﹤0.01%
49,587
+1,435
WRB icon
867
W.R. Berkley
WRB
$26.5B
$1.4M ﹤0.01%
33,159
-3,330
GDDY icon
868
GoDaddy
GDDY
$11.3B
$1.4M ﹤0.01%
+18,809
FMX icon
869
Fomento Económico Mexicano
FMX
$44.4B
$1.4M ﹤0.01%
12,822
-1,297
RY icon
870
Royal Bank of Canada
RY
$284B
$1.39M ﹤0.01%
+15,922
FUL icon
871
H.B. Fuller
FUL
$3.23B
$1.38M ﹤0.01%
20,170
-1,699
TDIV icon
872
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.31B
$1.38M ﹤0.01%
24,627
+2,940
GGG icon
873
Graco
GGG
$12.6B
$1.37M ﹤0.01%
18,790
-2,149
LFUS icon
874
Littelfuse
LFUS
$11.2B
$1.37M ﹤0.01%
5,528
+46
CELH icon
875
Celsius Holdings
CELH
$7.57B
$1.36M ﹤0.01%
23,847
+3,036
33 34
35
36 37