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
WNS
1151
DELISTED
WNS Holdings
WNS
$626K ﹤0.01%
9,145
+634
RVNC
1152
DELISTED
Revance Therapeutics, Inc.
RVNC
$623K ﹤0.01%
54,329
+203
VNT icon
1153
Vontier
VNT
$5.39B
$622K ﹤0.01%
20,115
-315
FVRR icon
1154
Fiverr
FVRR
$811M
$620K ﹤0.01%
25,319
-369
AVES icon
1155
Avantis Emerging Markets Value ETF
AVES
$826M
$617K ﹤0.01%
14,203
-699
FIZZ icon
1156
National Beverage
FIZZ
$3.07B
$616K ﹤0.01%
13,111
-844
FTXN icon
1157
First Trust Nasdaq Oil & Gas ETF
FTXN
$117M
$616K ﹤0.01%
20,520
EIX icon
1158
Edison International
EIX
$22.6B
$615K ﹤0.01%
9,711
-1,889
ATRC icon
1159
AtriCure
ATRC
$1.64B
$614K ﹤0.01%
14,014
-981
SCHY icon
1160
Schwab International Dividend Equity ETF
SCHY
$1.38B
$614K ﹤0.01%
26,676
-40,939
IYF icon
1161
iShares US Financials ETF
IYF
$4.09B
$613K ﹤0.01%
8,195
-5,431
CXT icon
1162
Crane NXT
CXT
$3.55B
$610K ﹤0.01%
10,977
+758
JVAL icon
1163
JPMorgan US Value Factor ETF
JVAL
$566M
$607K ﹤0.01%
17,517
+22
MFIC icon
1164
MidCap Financial Investment
MFIC
$1.12B
$606K ﹤0.01%
44,049
+340
ESI icon
1165
Element Solutions
ESI
$6.66B
$605K ﹤0.01%
30,861
+281
IGRO icon
1166
iShares International Dividend Growth ETF
IGRO
$1.22B
$605K ﹤0.01%
10,203
-35
COO icon
1167
Cooper Companies
COO
$14.4B
$603K ﹤0.01%
7,588
+512
GWRE icon
1168
Guidewire Software
GWRE
$18.8B
$603K ﹤0.01%
6,701
-2,045
FAN icon
1169
First Trust Global Wind Energy ETF
FAN
$198M
$601K ﹤0.01%
41,487
-670
FXH icon
1170
First Trust Health Care AlphaDEX Fund
FXH
$951M
$601K ﹤0.01%
6,186
-200
NEM icon
1171
Newmont
NEM
$102B
$597K ﹤0.01%
+16,164
CGNX icon
1172
Cognex
CGNX
$6.4B
$595K ﹤0.01%
14,020
-2,140
IVZ icon
1173
Invesco
IVZ
$11B
$595K ﹤0.01%
40,964
-39,576
ARKG icon
1174
ARK Genomic Revolution ETF
ARKG
$1.14B
$594K ﹤0.01%
21,324
-1,270
COLB icon
1175
Columbia Banking Systems
COLB
$8.12B
$594K ﹤0.01%
29,261
-3,208
45 46
47
48 49