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
$35B
AUM Growth
+$15.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,811
New
Increased
Reduced
Closed

Top Buys

1
+$1.45B
2
+$1.44B
3
+$729M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$634M
5
AMZN icon
Amazon
AMZN
+$610M

Top Sells

1
+$85.5M
2
+$65.2M
3
+$56.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$53.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$45.9M

Sector Composition

1 Technology 20.34%
2 Healthcare 9.53%
3 Financials 8.91%
4 Consumer Discretionary 7.18%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIA icon
176
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.9B
$42.7M 0.12%
127,370
+4,590
LYB icon
177
LyondellBasell Industries
LYB
$14.1B
$42.5M 0.12%
448,531
+12,742
SHW icon
178
Sherwin-Williams
SHW
$84.9B
$42.1M 0.12%
+165,152
VTWO icon
179
Vanguard Russell 2000 ETF
VTWO
$12.9B
$42M 0.12%
588,572
+47,657
DHI icon
180
D.R. Horton
DHI
$43.3B
$41.1M 0.12%
382,840
-23,402
DVY icon
181
iShares Select Dividend ETF
DVY
$20.8B
$40.9M 0.12%
380,175
-247,349
URI icon
182
United Rentals
URI
$54.4B
$40.6M 0.12%
+91,400
XLV icon
183
Health Care Select Sector SPDR Fund
XLV
$37.2B
$40.6M 0.12%
315,601
-94,139
HDV icon
184
iShares Core High Dividend ETF
HDV
$11.7B
$40.6M 0.12%
410,402
-56,776
BA icon
185
Boeing
BA
$148B
$40.2M 0.11%
209,499
-15,265
SPYG icon
186
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.5B
$39.8M 0.11%
671,758
+55,905
ED icon
187
Consolidated Edison
ED
$35.9B
$39.6M 0.11%
+462,480
IWR icon
188
iShares Russell Mid-Cap ETF
IWR
$44.8B
$39.1M 0.11%
565,027
-137,035
INTC icon
189
Intel
INTC
$181B
$39.1M 0.11%
+1,100,184
DE icon
190
Deere & Co
DE
$129B
$38.9M 0.11%
+103,015
VEU icon
191
Vanguard FTSE All-World ex-US ETF
VEU
$52B
$38.7M 0.11%
746,124
-150,470
MET icon
192
MetLife
MET
$50.9B
$38.7M 0.11%
+614,679
IRM icon
193
Iron Mountain
IRM
$30.2B
$38.4M 0.11%
+646,426
EFV icon
194
iShares MSCI EAFE Value ETF
EFV
$28.4B
$38.1M 0.11%
779,568
+152,304
IWO icon
195
iShares Russell 2000 Growth ETF
IWO
$13.1B
$37.3M 0.11%
166,485
-5,625
KLAC icon
196
KLA
KLAC
$156B
$36.8M 0.11%
+80,335
YUM icon
197
Yum! Brands
YUM
$41.2B
$36.7M 0.1%
+293,446
OMFL icon
198
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$5.04B
$36.2M 0.1%
789,598
+416,799
VCR icon
199
Vanguard Consumer Discretionary ETF
VCR
$6.48B
$36.2M 0.1%
134,221
-24,872
EXR icon
200
Extra Space Storage
EXR
$27.7B
$35.5M 0.1%
292,219
-204,862
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