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
PANW icon
101
Palo Alto Networks
PANW
$148B
$81.9M 0.23%
+698,838
TEAM icon
102
Atlassian
TEAM
$41.9B
$79.9M 0.23%
396,285
-6,742
MDY icon
103
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$79.8M 0.23%
174,692
-20,833
VGT icon
104
Vanguard Information Technology ETF
VGT
$112B
$79.5M 0.23%
191,499
-164
NEE icon
105
NextEra Energy
NEE
$179B
$79.4M 0.23%
+1,386,490
NFLX icon
106
Netflix
NFLX
$482B
$78.8M 0.23%
+208,689
TGT icon
107
Target
TGT
$41.6B
$78.6M 0.22%
+711,004
BLK icon
108
Blackrock
BLK
$168B
$78.4M 0.22%
121,250
+16,321
MSI icon
109
Motorola Solutions
MSI
$65.6B
$77.4M 0.22%
+284,264
BKNG icon
110
Booking.com
BKNG
$160B
$77.1M 0.22%
25,010
-837
WSO icon
111
Watsco Inc
WSO
$14.2B
$76.9M 0.22%
203,633
+4,815
VYM icon
112
Vanguard High Dividend Yield ETF
VYM
$65.8B
$76.7M 0.22%
742,436
-43,968
TSLA icon
113
Tesla
TSLA
$1.46T
$73.5M 0.21%
+293,620
EOG icon
114
EOG Resources
EOG
$57.8B
$71.6M 0.2%
+564,814
LULU icon
115
lululemon athletica
LULU
$20.1B
$71.5M 0.2%
+185,376
MDLZ icon
116
Mondelez International
MDLZ
$72.6B
$71.3M 0.2%
+1,027,540
VZ icon
117
Verizon
VZ
$172B
$69.9M 0.2%
+2,155,746
SPG icon
118
Simon Property Group
SPG
$59.7B
$69.4M 0.2%
+642,625
UBER icon
119
Uber
UBER
$194B
$69.4M 0.2%
1,509,335
+95,316
IDXX icon
120
Idexx Laboratories
IDXX
$56.7B
$68.1M 0.19%
155,814
-26,851
IJR icon
121
iShares Core S&P Small-Cap ETF
IJR
$86.2B
$67.6M 0.19%
716,314
-41,741
FTV icon
122
Fortive
FTV
$16.3B
$67.5M 0.19%
910,198
-37,949
QUAL icon
123
iShares MSCI USA Quality Factor ETF
QUAL
$53.9B
$67.2M 0.19%
509,670
+40,126
XLK icon
124
Technology Select Sector SPDR Fund
XLK
$96.3B
$67M 0.19%
408,775
-31,311
ORCL icon
125
Oracle
ORCL
$673B
$65.8M 0.19%
+620,904
3 4
5
6 7