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
KMX icon
901
CarMax
KMX
$5.05B
$1.25M ﹤0.01%
17,636
-597
TAN icon
902
Invesco Solar ETF
TAN
$886M
$1.24M ﹤0.01%
23,897
-19,714
TKR icon
903
Timken Company
TKR
$5.48B
$1.23M ﹤0.01%
16,785
-270
IR icon
904
Ingersoll Rand
IR
$30.7B
$1.23M ﹤0.01%
19,347
-8,010
GBDC icon
905
Golub Capital BDC
GBDC
$3.73B
$1.23M ﹤0.01%
83,775
+1,520
ZBH icon
906
Zimmer Biomet
ZBH
$17.8B
$1.23M ﹤0.01%
10,943
-569
GLOB icon
907
Globant
GLOB
$2.72B
$1.23M ﹤0.01%
6,199
-1,503
SDG icon
908
iShares MSCI Global Sustainable Development Goals ETF
SDG
$182M
$1.23M ﹤0.01%
16,449
OC icon
909
Owens Corning
OC
$8.47B
$1.23M ﹤0.01%
+8,985
CBSH icon
910
Commerce Bancshares
CBSH
$7.19B
$1.22M ﹤0.01%
28,109
-2,536
MAIN icon
911
Main Street Capital
MAIN
$5.3B
$1.22M ﹤0.01%
29,969
-99
SKYY icon
912
First Trust Cloud Computing ETF
SKYY
$3.25B
$1.21M ﹤0.01%
15,915
-7,870
CATY icon
913
Cathay General Bancorp
CATY
$3.19B
$1.21M ﹤0.01%
34,750
-198
ALK icon
914
Alaska Air
ALK
$5.04B
$1.21M ﹤0.01%
32,529
-2,113
SYF icon
915
Synchrony
SYF
$27.2B
$1.2M ﹤0.01%
39,260
-1,932
PHM icon
916
Pultegroup
PHM
$23.5B
$1.2M ﹤0.01%
16,206
-1,346
MLI icon
917
Mueller Industries
MLI
$12.1B
$1.19M ﹤0.01%
31,618
-5,970
ING icon
918
ING
ING
$77.1B
$1.18M ﹤0.01%
+89,222
CRS icon
919
Carpenter Technology
CRS
$16.5B
$1.17M ﹤0.01%
17,455
-289
SRVR icon
920
Pacer Data & Infrastructure Real Estate ETF
SRVR
$410M
$1.17M ﹤0.01%
45,131
-54,770
SPYM
921
State Street SPDR Portfolio S&P 500 ETF
SPYM
$90.8B
$1.17M ﹤0.01%
23,199
-10,618
NULG icon
922
Nuveen ESG Large-Cap Growth ETF
NULG
$1.8B
$1.16M ﹤0.01%
19,411
-5,136
QRVO icon
923
Qorvo
QRVO
$8.12B
$1.16M ﹤0.01%
12,182
-187
SMDV icon
924
ProShares Russell 2000 Dividend Growers ETF
SMDV
$638M
$1.16M ﹤0.01%
20,422
-2,122
DKNG icon
925
DraftKings
DKNG
$15.7B
$1.16M ﹤0.01%
39,244
+11,379
35 36
37
38 39