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
DIV icon
1651
Global X SuperDividend US ETF
DIV
$641M
$162K ﹤0.01%
10,000
-129
VLY icon
1652
Valley National Bancorp
VLY
$6.15B
$159K ﹤0.01%
18,581
+3,399
CBAY
1653
DELISTED
Cymabay Therapeutics
CBAY
$158K ﹤0.01%
+10,627
OLO
1654
DELISTED
Olo Inc
OLO
$157K ﹤0.01%
25,902
-5,201
BLFS icon
1655
BioLife Solutions
BLFS
$1.27B
$154K ﹤0.01%
11,186
-2,781
WU icon
1656
Western Union
WU
$2.83B
$153K ﹤0.01%
11,596
-5,588
AQN icon
1657
Algonquin Power & Utilities
AQN
$4.85B
$153K ﹤0.01%
25,688
+8,107
CIM
1658
Chimera Investment
CIM
$999M
$152K ﹤0.01%
9,271
-233
AIV
1659
Aimco
AIV
$766M
$151K ﹤0.01%
22,257
-876
FOLD icon
1660
Amicus Therapeutics
FOLD
$2.88B
$150K ﹤0.01%
12,358
JBLU icon
1661
JetBlue
JBLU
$1.58B
$149K ﹤0.01%
32,390
-13,321
IVRA icon
1662
Invesco Real Assets ESG ETF
IVRA
$13.2M
$147K ﹤0.01%
11,878
-1,408
IOVA icon
1663
Iovance Biotherapeutics
IOVA
$1.05B
$142K ﹤0.01%
31,294
+11,543
NBXG
1664
Neuberger Berman Next Generation Connectivity Fund
NBXG
$1.18B
$138K ﹤0.01%
13,213
+264
HPP
1665
Hudson Pacific Properties
HPP
$835M
$137K ﹤0.01%
20,603
-1,411
SLM icon
1666
SLM Corp
SLM
$5.45B
$137K ﹤0.01%
10,048
-156
MORT icon
1667
VanEck Mortgage REIT Income ETF
MORT
$321M
$135K ﹤0.01%
11,871
PNT
1668
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
$133K ﹤0.01%
20,000
TILE icon
1669
Interface
TILE
$1.53B
$132K ﹤0.01%
13,491
OABI icon
1670
OmniAb
OABI
$214M
$132K ﹤0.01%
25,489
-877
DH icon
1671
Definitive Healthcare
DH
$294M
$131K ﹤0.01%
+16,437
NML
1672
Neuberger Berman Energy Infrastructure and Income Fund
NML
$485M
$128K ﹤0.01%
18,541
-54,142
OR icon
1673
OR Royalties Inc
OR
$6.09B
$126K ﹤0.01%
10,710
-500
FPI
1674
Farmland Partners
FPI
$420M
$125K ﹤0.01%
12,189
-672
LCID icon
1675
Lucid Motors
LCID
$5.51B
$125K ﹤0.01%
2,233
-464
65 66
67
68 69