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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
1 Year Est. Return
+24.26%
AUM
$35B
AUM Growth
+$15.8B
(+82%)
Holding
1,811
Top Buys
| 1 | +$1.56B | |
| 2 | +$1.51B | |
| 3 | +$750M | |
| 4 |
Amazon
AMZN
|
+$643M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$627M |
Top Sells
| 1 | +$88.9M | |
| 2 | +$67.9M | |
| 3 | +$63.2M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$56.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
iShares Russell 3000 ETF
IWV
$19B
| $114M | 0.33% |
466,979
-182,622
|
|
||
77
Devon Energy
DVN
$48.7B
| $114M | 0.33% |
+2,385,588
|
|
||
78
Parker-Hannifin
PH
$122B
| $113M | 0.32% |
290,380
+668
|
|
||
79
Pfizer
PFE
$138B
| $113M | 0.32% |
3,406,550
-610,207
|
|
||
80
Williams Companies
WMB
$95.3B
| $110M | 0.31% |
3,269,236
+49,689
|
|
||
81
Marathon Petroleum
MPC
$74.2B
| $109M | 0.31% |
+720,889
|
|
||
82
RTX Corp
RTX
$253B
| $108M | 0.31% |
1,494,708
-374,486
|
|
||
83
Automatic Data Processing
ADP
$89.4B
| $107M | 0.31% |
+446,424
|
|
||
84
iShares Core S&P Mid-Cap ETF
IJH
$125B
| $105M | 0.3% |
2,100,715
-175,485
|
|
||
85
Caterpillar
CAT
$459B
| $102M | 0.29% |
+373,157
|
|
||
86
Kinder Morgan
KMI
$73.8B
| $99.9M | 0.29% |
+6,025,838
|
|
||
87
Roper Technologies
ROP
$34.1B
| $99.8M | 0.28% |
205,999
-16,491
|
|
||
88
ConocoPhillips
COP
$129B
| $99.7M | 0.28% |
+832,016
|
|
||
89
Vanguard Mid-Cap ETF
VO
$104B
| $98.6M | 0.28% |
1,893,708
-304,744
|
|
||
90
Nike
NKE
$60.3B
| $97.7M | 0.28% |
+1,022,004
|
|
||
91
Diamondback Energy
FANG
$50.6B
| $95.5M | 0.27% |
616,556
-4,753
|
|
||
|
NVO
92
Novo Nordisk
NVO
$213B
| $91.6M | 0.26% |
1,006,740
+16,620
|
|
||
93
iShares Core S&P US Value ETF
IUSV
$26.2B
| $90.7M | 0.26% |
1,214,880
-3,999
|
|
||
94
Constellation Brands
STZ
$25.1B
| $88.6M | 0.25% |
352,604
-26,092
|
|
||
95
Progressive
PGR
$131B
| $88.5M | 0.25% |
+635,517
|
|
||
96
CME Group
CME
$79.9B
| $86.4M | 0.25% |
+431,647
|
|
||
97
Dell
DELL
$258B
| $85.8M | 0.25% |
+1,244,781
|
|
||
98
Qualcomm
QCOM
$200B
| $84M | 0.24% |
+756,571
|
|
||
99
Arista Networks
ANET
$198B
| $82.3M | 0.24% |
+1,790,752
|
|
||
100
iShares ESG Aware MSCI USA ETF
ESGU
$17.1B
| $82.1M | 0.23% |
873,962
+20,687
|
|