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JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$1.56B
2
+$1.51B
3
+$750M
4
AMZN icon
Amazon
AMZN
+$643M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$627M

Top Sells

1
+$88.9M
2
+$67.9M
3
+$63.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$56.1M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$47.5M

Sector Composition

1 Technology 20.33%
2 Healthcare 9.53%
3 Financials 8.92%
4 Consumer Discretionary 7.18%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVDL
1726
DELISTED
Avadel Pharmaceuticals
AVDL
– –
-500,000
BPOP icon
1727
Popular Inc
BPOP
$10.7B
– –
-3,342
BRKL
1728
DELISTED
Brookline Bancorp
BRKL
– –
-17,455
BV icon
1729
BrightView Holdings
BV
$1.36B
– –
-21,588
CC icon
1730
Chemours
CC
$3.12B
– –
-6,494
CRI icon
1731
Carter's
CRI
$1.6B
– –
-4,525
CRNX icon
1732
Crinetics Pharmaceuticals
CRNX
$3.87B
– –
-19,354
DFAX icon
1733
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
– –
-22,043
DFIV icon
1734
Dimensional International Value ETF
DFIV
$19.5B
– –
-24,179
DNUT icon
1735
Krispy Kreme
DNUT
$610M
– –
-13,768
DTM icon
1736
DT Midstream
DTM
$15.4B
– –
-4,752
FBIN icon
1737
Fortune Brands Innovations
FBIN
$5.48B
– –
-3,448
FUTY icon
1738
Fidelity MSCI Utilities Index ETF
FUTY
$2.42B
– –
-6,368
FXO icon
1739
First Trust Financials AlphaDEX Fund
FXO
$1.07B
– –
-6,522
GNTX icon
1740
Gentex
GNTX
$5.46B
– –
-7,571
GRMN
1741
DELISTED
Garmin
GRMN
– –
-2,976
HE icon
1742
Hawaiian Electric Industries
HE
$2.34B
– –
-21,448
HESM icon
1743
Hess Midstream
HESM
$4.83B
– –
-7,246
HEZU icon
1744
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$569M
– –
-6,921
HMN icon
1745
Horace Mann Educators
HMN
$2.08B
– –
-8,601
IAK icon
1746
iShares US Insurance ETF
IAK
$396M
– –
-2,989
IEUR icon
1747
iShares Core MSCI Europe ETF
IEUR
$8.59B
– –
-20,559
INSM icon
1748
Insmed
INSM
$22.4B
– –
-10,581
IPAY icon
1749
Amplify Mobile Payments ETF
IPAY
$156M
– –
-5,230
IWL icon
1750
iShares Russell Top 200 ETF
IWL
$2.13B
– –
-2,400
68 69
70
71 72