JMPWA
JP Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Est. Return
24.26%
This Fund
S&P 500
1 Year Est. Return
+24.26%
AUM
$35B
AUM Growth
+$15.8B
(+82%)
Holding
1,811
Top Buys
| 1 | +$1.56B | |
| 2 | +$1.51B | |
| 3 | +$750M | |
| 4 |
Amazon
AMZN
|
+$643M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$627M |
Top Sells
| 1 | +$88.9M | |
| 2 | +$67.9M | |
| 3 | +$63.2M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$56.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
VCSA
1801
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
| – | – |
-3,785
|
|
||
|
TRTN
1802
DELISTED
Triton International Limited
TRTN
| – | – |
-4,670
|
|
||
|
MMP
1803
DELISTED
Magellan Midstream Partners, L.P.
MMP
| – | – |
-43,070
|
|
||
|
WWE
1804
DELISTED
World Wrestling Entertainment
WWE
| – | – |
-6,648
|
|
||
|
LFLY
1805
DELISTED
Leafly Holdings, Inc. Common Stock
LFLY
| – | – |
-1,150
|
|
||
|
BKI
1806
DELISTED
Black Knight, Inc. Common Stock
BKI
| – | – |
-19,961
|
|
||
|
LSI
1807
DELISTED
Life Storage, Inc.
LSI
| – | – |
-3,273
|
|
||
1808
Chemours
CC
$3.24B
| – | – |
-6,494
|
|
||
1809
Carter's
CRI
$1.27B
| – | – |
-4,525
|
|
||
1810
Crinetics Pharmaceuticals
CRNX
$3.53B
| – | – |
-19,354
|
|
||
|
ASTR
1811
DELISTED
Astra Space, Inc. Class A Common Stock
ASTR
| – | – |
-747
|
|