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
HES
1826
DELISTED
Hess
HES
– –
-345,884
HHH icon
1827
Howard Hughes
HHH
$5.26B
– –
-2,669
HIG icon
1828
Hartford Financial Services
HIG
$36.9B
– –
-53,689
HLIO icon
1829
Helios Technologies
HLIO
$1.79B
– –
-4,380
HLT icon
1830
Hilton Worldwide
HLT
$63.9B
– –
-73,981
HOG icon
1831
Harley-Davidson
HOG
$2.97B
– –
-6,700
HOLX icon
1832
Hologic
HOLX
$16.6B
– –
-15,627
HPE icon
1833
Hewlett Packard
HPE
$30.8B
– –
-255,646
HPQ icon
1834
HP
HPQ
$23.4B
– –
-2,184,325
HRI icon
1835
Herc Holdings
HRI
$4.72B
– –
-3,384
HRB icon
1836
H&R Block
HRB
$5.92B
– –
-6,157
HRTX icon
1837
Heron Therapeutics
HRTX
$204M
– –
-57,353
HST icon
1838
Host Hotels & Resorts
HST
$12.5B
– –
-191,280
HSY icon
1839
Hershey
HSY
$36B
– –
-19,989
HTBK icon
1840
Heritage Commerce
HTBK
$662M
– –
-28,466
HUM icon
1841
Humana
HUM
$29.5B
– –
-14,527
NRG icon
1842
NRG Energy
NRG
$31.9B
– –
-98,703
IART icon
1843
Integra LifeSciences
IART
$970M
– –
-6,047
IBKR icon
1844
Interactive Brokers
IBKR
$32.3B
– –
-13,004
IBM icon
1845
IBM
IBM
$300B
– –
-522,505
ING icon
1846
ING
ING
$77.2B
– –
-119,515
LIN icon
1847
Linde
LIN
$199B
– –
-623,982
LLY icon
1848
Eli Lilly
LLY
$901B
– –
-718,982
LNC icon
1849
Lincoln National
LNC
$8.01B
– –
-13,497
LOW icon
1850
Lowe's Companies
LOW
$131B
– –
-783,355
72 73
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