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
FCN icon
851
FTI Consulting
FCN
$5.11B
$1.45M ﹤0.01%
+8,131
RPG icon
852
Invesco S&P 500 Pure Growth ETF
RPG
$1.71B
$1.45M ﹤0.01%
48,103
-7,847
AGM icon
853
Federal Agricultural Mortgage
AGM
$1.82B
$1.45M ﹤0.01%
9,392
-142
CNXC icon
854
Concentrix
CNXC
$2.2B
$1.45M ﹤0.01%
18,083
-198
SCHG icon
855
Schwab US Large-Cap Growth ETF
SCHG
$53.5B
$1.45M ﹤0.01%
79,604
-16,520
BAX icon
856
Baxter International
BAX
$9.61B
$1.44M ﹤0.01%
+38,129
HUM icon
857
Humana
HUM
$28.9B
$1.44M ﹤0.01%
+2,952
STLD icon
858
Steel Dynamics
STLD
$23B
$1.43M ﹤0.01%
13,319
+6,342
VTWG icon
859
Vanguard Russell 2000 Growth ETF
VTWG
$1.11B
$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
$4.04B
$1.42M ﹤0.01%
23,473
-423
SPOT icon
862
Spotify
SPOT
$133B
$1.42M ﹤0.01%
+9,184
AVRE icon
863
Avantis Real Estate ETF
AVRE
$650M
$1.42M ﹤0.01%
37,736
+1,530
VSGX icon
864
Vanguard ESG International Stock ETF
VSGX
$5.32B
$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
$1.57B
$1.4M ﹤0.01%
49,587
+1,435
WRB icon
867
W.R. Berkley
WRB
$29.1B
$1.4M ﹤0.01%
33,159
-3,330
GDDY icon
868
GoDaddy
GDDY
$17.9B
$1.4M ﹤0.01%
+18,809
FMX icon
869
Fomento Económico Mexicano
FMX
$33.2B
$1.4M ﹤0.01%
12,822
-1,297
RY icon
870
Royal Bank of Canada
RY
$210B
$1.39M ﹤0.01%
+15,922
FUL icon
871
H.B. Fuller
FUL
$3.13B
$1.38M ﹤0.01%
20,170
-1,699
TDIV icon
872
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.71B
$1.38M ﹤0.01%
24,627
+2,940
GGG icon
873
Graco
GGG
$13.7B
$1.37M ﹤0.01%
18,790
-2,149
LFUS icon
874
Littelfuse
LFUS
$6.13B
$1.37M ﹤0.01%
5,528
+46
CELH icon
875
Celsius Holdings
CELH
$11.6B
$1.36M ﹤0.01%
23,847
+3,036
33 34
35
36 37