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
CENTA icon
1451
Central Garden & Pet Co Class A
CENTA
$1.8B
$316K ﹤0.01%
9,864
-544
IDU icon
1452
iShares US Utilities ETF
IDU
$1.66B
$316K ﹤0.01%
4,295
-97
CHCT
1453
Community Healthcare Trust
CHCT
$413M
$316K ﹤0.01%
10,634
-1,239
MDGL icon
1454
Madrigal Pharmaceuticals
MDGL
$12B
$314K ﹤0.01%
+2,151
GXC icon
1455
SPDR S&P China ETF
GXC
$495M
$313K ﹤0.01%
4,368
-38
COHR icon
1456
Coherent
COHR
$24.7B
$312K ﹤0.01%
9,571
+2,029
OCFC icon
1457
OceanFirst Financial
OCFC
$1.05B
$311K ﹤0.01%
21,517
-1,695
MTG icon
1458
MGIC Investment
MTG
$6.37B
$310K ﹤0.01%
18,592
+40
VTHR icon
1459
Vanguard Russell 3000 ETF
VTHR
$3.74B
$310K ﹤0.01%
1,626
-206
ARMK icon
1460
Aramark
ARMK
$10.1B
$310K ﹤0.01%
12,374
-1,065
RIVN icon
1461
Rivian
RIVN
$21.5B
$310K ﹤0.01%
+12,760
ZION icon
1462
Zions Bancorporation
ZION
$7.75B
$309K ﹤0.01%
8,870
-3,125
INCO icon
1463
Columbia India Consumer ETF
INCO
$300M
$308K ﹤0.01%
5,825
+280
CPAY icon
1464
Corpay
CPAY
$20.2B
$308K ﹤0.01%
1,207
-3
EB icon
1465
Eventbrite
EB
$281M
$308K ﹤0.01%
31,202
+1,271
AN icon
1466
AutoNation
AN
$6.91B
$307K ﹤0.01%
+2,025
CRSP icon
1467
CRISPR Therapeutics
CRSP
$4.76B
$306K ﹤0.01%
6,751
+100
AX icon
1468
Axos Financial
AX
$4.65B
$306K ﹤0.01%
8,089
-1,736
DWM icon
1469
WisdomTree International Equity Fund
DWM
$614M
$306K ﹤0.01%
6,327
-66
FOXF icon
1470
Fox Factory Holding Corp
FOXF
$623M
$305K ﹤0.01%
3,079
+916
ESTA icon
1471
Establishment Labs
ESTA
$1.83B
$304K ﹤0.01%
6,200
+1,389
INFY icon
1472
Infosys
INFY
$70.9B
$302K ﹤0.01%
+17,676
CNRG icon
1473
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$205M
$302K ﹤0.01%
4,480
-295
PXJ icon
1474
Invesco Oil & Gas Services ETF
PXJ
$28.5M
$301K ﹤0.01%
9,755
-1,275
TFX icon
1475
Teleflex
TFX
$4.95B
$300K ﹤0.01%
1,528
-5,057
57 58
59
60 61