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
ENLC
1276
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
$466K ﹤0.01%
38,101
-17,260
PII icon
1277
Polaris
PII
$3.71B
$463K ﹤0.01%
4,442
-2,281
TLK icon
1278
Telkom Indonesia
TLK
$21B
$462K ﹤0.01%
19,177
-1,966
PBH icon
1279
Prestige Consumer Healthcare
PBH
$2.91B
$461K ﹤0.01%
8,066
-277
AYI icon
1280
Acuity Brands
AYI
$11.1B
$461K ﹤0.01%
2,704
-203
RUN icon
1281
Sunrun
RUN
$4.51B
$460K ﹤0.01%
36,642
+20,051
LSXMK
1282
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$460K ﹤0.01%
18,064
-3,349
NWN icon
1283
Northwest Natural Holdings
NWN
$2B
$460K ﹤0.01%
12,048
-27,040
B
1284
Barrick Mining
B
$63.7B
$457K ﹤0.01%
31,430
-1,063
DFAU icon
1285
Dimensional US Core Equity Market ETF
DFAU
$9.6B
$456K ﹤0.01%
15,220
-1,746
SNDR icon
1286
Schneider National
SNDR
$3.87B
$455K ﹤0.01%
16,438
-35
ASHR icon
1287
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.34B
$453K ﹤0.01%
17,406
KEY icon
1288
KeyCorp
KEY
$19.5B
$451K ﹤0.01%
41,931
-43,956
IFGL icon
1289
iShares International Developed Real Estate ETF
IFGL
$95.2M
$449K ﹤0.01%
23,672
-23,625
BNTX icon
1290
BioNTech
BNTX
$26.9B
$449K ﹤0.01%
4,129
-432
BMBL icon
1291
Bumble
BMBL
$440M
$449K ﹤0.01%
+30,065
RGLD icon
1292
Royal Gold
RGLD
$16.3B
$448K ﹤0.01%
4,209
+76
FAF icon
1293
First American
FAF
$6.51B
$447K ﹤0.01%
7,910
+227
RECS icon
1294
Columbia Research Enhanced Core ETF
RECS
$3.9B
$444K ﹤0.01%
17,671
+3,250
EWI icon
1295
iShares MSCI Italy ETF
EWI
$771M
$442K ﹤0.01%
+14,537
IYJ icon
1296
iShares US Industrials ETF
IYJ
$1.69B
$442K ﹤0.01%
4,382
+628
UFPI icon
1297
UFP Industries
UFPI
$5.32B
$441K ﹤0.01%
4,310
-114
EMGF icon
1298
iShares Emerging Markets Equity Factor ETF
EMGF
$1.27B
$440K ﹤0.01%
10,755
SPB icon
1299
Spectrum Brands
SPB
$1.29B
$440K ﹤0.01%
5,611
-604
MGA icon
1300
Magna International
MGA
$14.2B
$438K ﹤0.01%
8,177
-136
50 51
52
53 54