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
$19.3B
AUM Growth
-$27.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,974
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$31.3M
3
+$30.1M
4
OEF icon
iShares S&P 100 ETF
OEF
+$21.6M
5
BLK icon
Blackrock
BLK
+$16.8M

Top Sells

1
+$1.91B
2
+$1.84B
3
+$1.67B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.05B
5
AMZN icon
Amazon
AMZN
+$593M

Sector Composition

1 Healthcare 11.34%
2 Industrials 7.98%
3 Financials 5.43%
4 Technology 5.38%
5 Energy 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SRCL
851
DELISTED
Stericycle Inc
SRCL
$792K ﹤0.01%
17,063
-9,502
PFGC icon
852
Performance Food Group
PFGC
$15.1B
$791K ﹤0.01%
13,123
-9,060
ZM icon
853
Zoom
ZM
$25.3B
$790K ﹤0.01%
11,634
-3,041
NGVT icon
854
Ingevity
NGVT
$1.77B
$790K ﹤0.01%
13,575
-8,320
ST icon
855
Sensata Technologies
ST
$4.62B
$787K ﹤0.01%
17,500
-12,946
SUN icon
856
Sunoco
SUN
$9.61B
$784K ﹤0.01%
18,008
-378
HE icon
857
Hawaiian Electric Industries
HE
$2B
$776K ﹤0.01%
21,448
-1,554
PZZA icon
858
Papa John's
PZZA
$1.34B
$775K ﹤0.01%
10,493
-1,203
CYBR icon
859
CyberArk
CYBR
$25.2B
$773K ﹤0.01%
4,943
+37
CPA icon
860
Copa Holdings
CPA
$5.23B
$771K ﹤0.01%
6,974
-1,091
ARKG icon
861
ARK Genomic Revolution ETF
ARKG
$1.14B
$770K ﹤0.01%
22,594
-6,240
PGNY icon
862
Progyny
PGNY
$2.08B
$763K ﹤0.01%
19,405
+10,165
WTM icon
863
White Mountains Insurance
WTM
$4.94B
$763K ﹤0.01%
549
-285
STLD icon
864
Steel Dynamics
STLD
$23.1B
$760K ﹤0.01%
6,977
+308
MORN icon
865
Morningstar
MORN
$8.89B
$760K ﹤0.01%
3,875
-1,321
KWEB icon
866
KraneShares CSI China Internet ETF
KWEB
$9.03B
$759K ﹤0.01%
28,172
-3,761
FHN icon
867
First Horizon
FHN
$10.7B
$759K ﹤0.01%
67,309
-1,181,811
FHI icon
868
Federated Hermes
FHI
$3.91B
$758K ﹤0.01%
21,153
+10,620
KOF icon
869
Coca-Cola Femsa
KOF
$18.8B
$754K ﹤0.01%
9,052
-2,006
SMFG icon
870
Sumitomo Mitsui Financial
SMFG
$107B
$752K ﹤0.01%
87,467
-14,380
NBIX icon
871
Neurocrine Biosciences
NBIX
$14.6B
$751K ﹤0.01%
7,963
-3,057
UNF icon
872
Unifirst Corp
UNF
$2.81B
$749K ﹤0.01%
4,834
-1,850
VSS icon
873
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.9B
$746K ﹤0.01%
6,752
+2,892
DKNG icon
874
DraftKings
DKNG
$15.7B
$740K ﹤0.01%
27,865
-3,527
ATRC icon
875
AtriCure
ATRC
$1.64B
$740K ﹤0.01%
14,995
-6,044
33 34
35
36 37