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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
$19.3B
AUM Growth
-$27.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,974
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$31.4M
3
+$28M
4
OEF icon
iShares S&P 100 ETF
OEF
+$20.3M
5
BLK icon
Blackrock
BLK
+$16.3M

Top Sells

1
+$1.91B
2
+$1.84B
3
+$1.67B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$993M
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
HSY icon
1826
Hershey
HSY
$36.3B
– –
-19,989
HTBK
1827
DELISTED
Heritage Commerce
HTBK
– –
-28,466
IART icon
1828
Integra LifeSciences
IART
$1.46B
– –
-6,047
IBKR icon
1829
Interactive Brokers
IBKR
$40B
– –
-13,004
IBM icon
1830
IBM
IBM
$255B
– –
-522,505
IBN icon
1831
ICICI Bank
IBN
$106B
– –
-416,132
IBUY icon
1832
Amplify Online Retail ETF
IBUY
$122M
– –
-11,168
ICUI icon
1833
ICU Medical
ICUI
$3.71B
– –
-1,438
IDHQ icon
1834
Invesco S&P International Developed Quality ETF
IDHQ
$871M
– –
-46,755
IEZ icon
1835
iShares US Oil Equipment & Services ETF
IEZ
$587M
– –
-71,317
IFF icon
1836
International Flavors & Fragrances
IFF
$19.5B
– –
-31,725
ILMN icon
1837
Illumina
ILMN
$26.7B
– –
-303,261
INTC icon
1838
Intel
INTC
$645B
– –
-1,302,714
INTU icon
1839
Intuit
INTU
$73.2B
– –
-85,714
IONS icon
1840
Ionis Pharmaceuticals
IONS
$13.4B
– –
-5,896
IP icon
1841
International Paper
IP
$20.5B
– –
-92,916
IPAR icon
1842
Interparfums
IPAR
$3.46B
– –
-2,329
IPG
1843
DELISTED
Interpublic Group of Companies
IPG
– –
-1,859,849
IPGP icon
1844
IPG Photonics
IPGP
$4.55B
– –
-2,234
IRM icon
1845
Iron Mountain
IRM
$39.4B
– –
-773,914
AAPL icon
1846
Apple
AAPL
$4.17T
– –
-11,140,315
KMB icon
1847
Kimberly-Clark
KMB
$36.3B
– –
-110,858
KMI icon
1848
Kinder Morgan
KMI
$73.8B
– –
-6,132,797
PDX
1849
PIMCO Dynamic Income Strategy Fund
PDX
$922M
– –
-10,691
AKAM icon
1850
Akamai
AKAM
$16.5B
– –
-18,315
72 73
74
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