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
RVTY icon
1576
Revvity
RVTY
$10.7B
$238K ﹤0.01%
+2,148
NVST icon
1577
Envista
NVST
$3.33B
$238K ﹤0.01%
8,523
-539
MPW icon
1578
Medical Properties Trust
MPW
$3.04B
$238K ﹤0.01%
43,582
-14,638
SPHR icon
1579
Sphere Entertainment
SPHR
$2.82B
$237K ﹤0.01%
6,369
-5,133
FNV icon
1580
Franco-Nevada
FNV
$38.2B
$236K ﹤0.01%
1,770
+104
VCEL icon
1581
Vericel Corp
VCEL
$2.08B
$235K ﹤0.01%
7,014
-1,949
SM icon
1582
SM Energy
SM
$2.15B
$233K ﹤0.01%
5,888
-1,579
INDS icon
1583
Pacer Industrial Real Estate ETF
INDS
$123M
$232K ﹤0.01%
6,620
+580
BEPC icon
1584
Brookfield Renewable
BEPC
$7.6B
$232K ﹤0.01%
9,694
-181
NBIS
1585
Nebius Group N.V.
NBIS
$23.4B
$230K ﹤0.01%
9,274
-1,016
LBAI
1586
DELISTED
Lakeland Bancorp Inc
LBAI
$230K ﹤0.01%
18,236
-1,931
IMVT icon
1587
Immunovant
IMVT
$3.97B
$230K ﹤0.01%
+5,992
MMLG icon
1588
First Trust Multi-Manager Large Growth ETF
MMLG
$93.4M
$229K ﹤0.01%
11,240
-535
LNTH icon
1589
Lantheus
LNTH
$3.65B
$228K ﹤0.01%
3,280
+151
IXC icon
1590
iShares Global Energy ETF
IXC
$1.93B
$227K ﹤0.01%
5,509
-16
INCY icon
1591
Incyte
INCY
$21.2B
$227K ﹤0.01%
3,928
-108
CCOI icon
1592
Cogent Communications
CCOI
$960M
$226K ﹤0.01%
3,646
-344
HTGC icon
1593
Hercules Capital
HTGC
$3.21B
$225K ﹤0.01%
13,719
-6,909
SMAR
1594
DELISTED
Smartsheet Inc.
SMAR
$224K ﹤0.01%
5,547
-977
SPR icon
1595
Spirit AeroSystems
SPR
$4.24B
$224K ﹤0.01%
13,904
-913
PATK icon
1596
Patrick Industries
PATK
$3.5B
$223K ﹤0.01%
4,454
-66
SOTK icon
1597
Sono-Tek
SOTK
$69.9M
$222K ﹤0.01%
42,580
NANR icon
1598
SPDR S&P North American Natural Resources ETF
NANR
$687M
$222K ﹤0.01%
4,190
DBEM icon
1599
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$78.9M
$220K ﹤0.01%
10,053
TRMB icon
1600
Trimble
TRMB
$19.5B
$220K ﹤0.01%
4,092
+268
62 63
64
65 66