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
$19.3B
AUM Growth
-$27.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,974
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$31.3M
3
+$30.1M
4
OEF icon
iShares S&P 100 ETF
OEF
+$21.6M
5
BLK icon
Blackrock
BLK
+$16.8M

Top Sells

1
+$1.91B
2
+$1.84B
3
+$1.67B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.05B
5
AMZN icon
Amazon
AMZN
+$593M

Sector Composition

1 Healthcare 11.34%
2 Industrials 7.98%
3 Financials 5.43%
4 Technology 5.38%
5 Energy 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTWO icon
101
Vanguard Russell 2000 ETF
VTWO
$12.9B
$40.9M 0.21%
540,915
-293,771
LYB icon
102
LyondellBasell Industries
LYB
$14.1B
$40M 0.21%
435,789
-96,170
EFG icon
103
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$39.7M 0.21%
416,445
-3,857
ITOT icon
104
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
$39.2M 0.2%
400,759
-39,941
MRVL icon
105
Marvell Technology
MRVL
$77B
$39M 0.2%
651,803
-349,159
DGRO icon
106
iShares Core Dividend Growth ETF
DGRO
$35.8B
$37.8M 0.2%
734,337
+44,103
SOXX icon
107
iShares Semiconductor ETF
SOXX
$16.1B
$37.8M 0.2%
223,509
-12,369
SPYG icon
108
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.5B
$37.6M 0.2%
615,853
+23,228
BMY icon
109
Bristol-Myers Squibb
BMY
$99.2B
$36.7M 0.19%
573,657
-301,125
DSI icon
110
iShares MSCI KLD 400 Social ETF
DSI
$5.08B
$35.3M 0.18%
419,964
-35,316
ACWI icon
111
iShares MSCI ACWI ETF
ACWI
$23.5B
$34.9M 0.18%
363,864
-78,861
SPYV icon
112
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29.4B
$34.1M 0.18%
789,396
-358,148
AVDE icon
113
Avantis International Equity ETF
AVDE
$9.76B
$33.6M 0.17%
585,980
+2,826
VBR icon
114
Vanguard Small-Cap Value ETF
VBR
$31.4B
$33.4M 0.17%
201,951
-189,944
IYW icon
115
iShares US Technology ETF
IYW
$22.8B
$33.3M 0.17%
305,780
-21,121
IJK icon
116
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.29B
$32.1M 0.17%
428,539
-19,856
BRK.A icon
117
Berkshire Hathaway Class A
BRK.A
$1.07T
$32.1M 0.17%
62
-4
GXO icon
118
GXO Logistics
GXO
$5.84B
$32M 0.17%
509,927
+498,243
MDB icon
119
MongoDB
MDB
$30.2B
$31.4M 0.16%
76,285
-3,047
QQEW icon
120
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.92B
$31.1M 0.16%
290,868
+150,454
STWD icon
121
Starwood Property Trust
STWD
$6.63B
$30.9M 0.16%
1,592,000
-1,536,789
VOE icon
122
Vanguard Mid-Cap Value ETF
VOE
$19.3B
$30.7M 0.16%
222,049
-485,229
EFV icon
123
iShares MSCI EAFE Value ETF
EFV
$28.4B
$30.7M 0.16%
627,264
-18,749
VV icon
124
Vanguard Large-Cap ETF
VV
$47.4B
$30.7M 0.16%
151,233
-7,196
PM icon
125
Philip Morris
PM
$244B
$30.5M 0.16%
311,940
-47,998
3 4
5
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