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
IONS icon
1601
Ionis Pharmaceuticals
IONS
$11.8B
– –
-5,896
IP icon
1602
International Paper
IP
$20.2B
– –
-92,916
IPAR icon
1603
Interparfums
IPAR
$2.84B
– –
-2,329
IPG icon
1604
Interpublic Group of Companies
IPG
$9.32B
– –
-1,859,849
IPGP icon
1605
IPG Photonics
IPGP
$3.59B
– –
-2,234
IRM icon
1606
Iron Mountain
IRM
$29B
– –
-773,914
IRTC icon
1607
iRhythm Technologies
IRTC
$5.77B
– –
-1,690
ISCG icon
1608
iShares Morningstar Small-Cap Growth ETF
ISCG
$758M
– –
-5,609
ISRG icon
1609
Intuitive Surgical
ISRG
$203B
– –
-524,160
ITW icon
1610
Illinois Tool Works
ITW
$71.2B
– –
-76,761
IVLU icon
1611
iShares MSCI Intl Value Factor ETF
IVLU
$2.77B
– –
-9,404
JCI icon
1612
Johnson Controls International
JCI
$80.3B
– –
-91,575
JD icon
1613
JD.com
JD
$44.3B
– –
-6,372
JEPI icon
1614
JPMorgan Equity Premium Income ETF
JEPI
$41.6B
– –
-3,321,921
JHSC icon
1615
John Hancock Multifactor Small Cap ETF
JHSC
$609M
– –
-19,919
JNPR
1616
DELISTED
Juniper Networks
JNPR
– –
-34,779
JPM icon
1617
JPMorgan Chase
JPM
$872B
– –
-3,196,244
KBR icon
1618
KBR
KBR
$5.4B
– –
-94,081
KD icon
1619
Kyndryl
KD
$6.01B
– –
-11,640
KDP icon
1620
Keurig Dr Pepper
KDP
$36.5B
– –
-145,797
KEYS icon
1621
Keysight
KEYS
$31.6B
– –
-15,189
KLAC icon
1622
KLA
KLAC
$158B
– –
-46,475
KMB icon
1623
Kimberly-Clark
KMB
$34.6B
– –
-110,858
KMI icon
1624
Kinder Morgan
KMI
$60.1B
– –
-6,132,797
KO icon
1625
Coca-Cola
KO
$308B
– –
-1,616,659
63 64
65
66 67