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
PTON icon
1701
Peloton Interactive
PTON
$3.08B
– –
-136,432
PYPL icon
1702
PayPal
PYPL
$62.7B
– –
-660,618
QCOM icon
1703
Qualcomm
QCOM
$189B
– –
-1,039,812
QSR icon
1704
Restaurant Brands International
QSR
$22.7B
– –
-4,444
RAMP icon
1705
LiveRamp
RAMP
$1.95B
– –
-10,878
RDWR icon
1706
Radware
RDWR
$973M
– –
-10,564
RDY icon
1707
Dr. Reddy's Laboratories
RDY
$11.5B
– –
-57,230
REG icon
1708
Regency Centers
REG
$12.9B
– –
-13,863
RELX icon
1709
RELX
RELX
$75.4B
– –
-79,731
REXR icon
1710
Rexford Industrial Realty
REXR
$9.76B
– –
-3,378
RF icon
1711
Regions Financial
RF
$22.2B
– –
-124,649
RGEN icon
1712
Repligen
RGEN
$8.82B
– –
-8,303
RGA icon
1713
Reinsurance Group of America
RGA
$12.4B
– –
-4,998
RGP icon
1714
Resources Connection
RGP
$151M
– –
-19,847
RING icon
1715
iShares MSCI Global Gold Miners ETF
RING
$2.43B
– –
-8,577
RIO icon
1716
Rio Tinto
RIO
$116B
– –
-65,333
BNS icon
1717
Scotiabank
BNS
$83.8B
– –
-11,153
BP icon
1718
BP
BP
$94.2B
– –
-310,453
BRKR icon
1719
Bruker
BRKR
$6.48B
– –
-20,298
BSX icon
1720
Boston Scientific
BSX
$155B
– –
-887,244
BTU icon
1721
Peabody Energy
BTU
$3.7B
– –
-1,892,220
BWA icon
1722
BorgWarner
BWA
$9.89B
– –
-5,630
BX icon
1723
Blackstone
BX
$112B
– –
-2,047,540
BZFD icon
1724
BuzzFeed
BZFD
$38.7M
– –
-3,828
C icon
1725
Citigroup
C
$184B
– –
-818,532
67 68
69
70 71