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
WES icon
976
Western Midstream Partners
WES
$15.9B
$988K ﹤0.01%
36,270
-13,920
FEZ icon
977
SPDR Euro Stoxx 50 ETF
FEZ
$4.84B
$984K ﹤0.01%
23,423
+4,198
EQR icon
978
Equity Residential
EQR
$22.7B
$984K ﹤0.01%
16,756
-700
ROKU icon
979
Roku
ROKU
$15.6B
$983K ﹤0.01%
+13,930
GLPI icon
980
Gaming and Leisure Properties
GLPI
$12.7B
$983K ﹤0.01%
21,580
+7,073
HLN icon
981
Haleon
HLN
$44B
$982K ﹤0.01%
117,914
+19,000
CCEP icon
982
Coca-Cola Europacific Partners
CCEP
$42B
$982K ﹤0.01%
+15,714
SITE icon
983
SiteOne Landscape Supply
SITE
$5.63B
$976K ﹤0.01%
5,969
-167
SSNC icon
984
SS&C Technologies
SSNC
$20.8B
$976K ﹤0.01%
18,567
+1,634
CTLT
985
DELISTED
CATALENT, INC.
CTLT
$975K ﹤0.01%
+21,422
SSD icon
986
Simpson Manufacturing
SSD
$6.96B
$975K ﹤0.01%
6,509
-151
KWEB icon
987
KraneShares CSI China Internet ETF
KWEB
$9.03B
$973K ﹤0.01%
35,551
+7,379
CR icon
988
Crane Co
CR
$11B
$969K ﹤0.01%
10,908
+739
SJM icon
989
J.M. Smucker
SJM
$11.7B
$967K ﹤0.01%
7,869
-7,393
CLH icon
990
Clean Harbors
CLH
$11.1B
$967K ﹤0.01%
5,776
-1,686
CFLT icon
991
Confluent
CFLT
$8.52B
$959K ﹤0.01%
32,401
-28,778
HOLX icon
992
Hologic
HOLX
$16.6B
$956K ﹤0.01%
+13,775
VPL icon
993
Vanguard FTSE Pacific ETF
VPL
$8.32B
$951K ﹤0.01%
14,218
-13,897
GL icon
994
Globe Life
GL
$10.7B
$949K ﹤0.01%
8,730
+961
FND icon
995
Floor & Decor
FND
$6.8B
$947K ﹤0.01%
10,469
+264
KNX icon
996
Knight Transportation
KNX
$7.27B
$939K ﹤0.01%
18,720
-159
DCI icon
997
Donaldson
DCI
$10.2B
$934K ﹤0.01%
15,663
-589
SPEM icon
998
SPDR Portfolio Emerging Markets ETF
SPEM
$14.7B
$932K ﹤0.01%
27,763
-6,457
RBLX icon
999
Roblox
RBLX
$73.2B
$930K ﹤0.01%
32,101
-35,779
DUOL icon
1000
Duolingo
DUOL
$8.63B
$927K ﹤0.01%
5,589
-168
38 39
40
41 42