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
NX icon
1326
Quanex
NX
$605M
$414K ﹤0.01%
14,702
-1,849
WING icon
1327
Wingstop
WING
$6.7B
$413K ﹤0.01%
2,298
-7,769
CW icon
1328
Curtiss-Wright
CW
$21.3B
$413K ﹤0.01%
2,112
-197
SEE icon
1329
Sealed Air
SEE
$5.35B
$413K ﹤0.01%
12,568
+499
RGEN icon
1330
Repligen
RGEN
$8.89B
$413K ﹤0.01%
+2,597
SXT icon
1331
Sensient Technologies
SXT
$4.03B
$413K ﹤0.01%
7,058
LW icon
1332
Lamb Weston
LW
$8.15B
$411K ﹤0.01%
4,446
-28,563
PCTY icon
1333
Paylocity
PCTY
$8.05B
$411K ﹤0.01%
2,260
-1,544
XP icon
1334
XP
XP
$10.1B
$408K ﹤0.01%
17,711
-2,430
TECH icon
1335
Bio-Techne
TECH
$9.57B
$408K ﹤0.01%
5,997
-1,830
SKY icon
1336
Champion Homes
SKY
$4.51B
$407K ﹤0.01%
6,393
-435
HMC icon
1337
Honda
HMC
$39B
$407K ﹤0.01%
12,108
-432
CMA icon
1338
Comerica
CMA
$10.1B
$405K ﹤0.01%
9,756
-779
FHI icon
1339
Federated Hermes
FHI
$3.91B
$405K ﹤0.01%
11,968
-9,185
TW icon
1340
Tradeweb Markets
TW
$23.5B
$404K ﹤0.01%
5,043
+897
SGI
1341
Somnigroup International
SGI
$19.3B
$404K ﹤0.01%
9,328
-2,051
CQP icon
1342
Cheniere Energy
CQP
$25.4B
$400K ﹤0.01%
7,384
-207
BBD icon
1343
Banco Bradesco
BBD
$38.9B
$399K ﹤0.01%
+140,319
VTRS icon
1344
Viatris
VTRS
$12.7B
$399K ﹤0.01%
40,417
-173,184
MLAB icon
1345
Mesa Laboratories
MLAB
$441M
$396K ﹤0.01%
3,773
-59
INSP icon
1346
Inspire Medical Systems
INSP
$2.64B
$394K ﹤0.01%
1,985
-1,951
EHC icon
1347
Encompass Health
EHC
$11.6B
$391K ﹤0.01%
5,825
-461
ARTY
1348
iShares Future AI & Tech ETF
ARTY
$1.66B
$389K ﹤0.01%
12,750
+4,250
AMN icon
1349
AMN Healthcare
AMN
$637M
$389K ﹤0.01%
4,570
-535
PODD icon
1350
Insulet
PODD
$23.7B
$389K ﹤0.01%
+2,440
52 53
54
55 56