JPMPWA

J.P. 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
$11.5B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,351
New
Increased
Reduced
Closed

Top Buys

1 +$150M
2 +$65.1M
3 +$54.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$53.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$47.3M

Top Sells

1 +$139M
2 +$51.1M
3 +$20.5M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$13.7M
5
BIIB icon
Biogen
BIIB
+$11.9M

Sector Composition

1 Technology 11.91%
2 Financials 11.3%
3 Healthcare 10.05%
4 Industrials 7.76%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$637M 5.54%
2,848,669
+670,474
2
$286M 2.48%
9,864,996
+70,480
3
$269M 2.34%
1,309,025
+261,826
4
$261M 2.27%
1,936,300
+482,394
5
$229M 1.99%
1,836,878
+171,592
6
$183M 1.59%
1,554,741
+3,001
7
$175M 1.52%
1,153,989
-49,353
8
$170M 1.48%
2,738,396
-7,731
9
$147M 1.28%
1,753,572
-30,856
10
$147M 1.28%
1,721,127
+554,748
11
$144M 1.25%
1,374,803
+78,960
12
$134M 1.16%
1,193,791
+227,266
13
$132M 1.15%
1,535,258
+49,616
14
$129M 1.12%
1,120,916
+84,884
15
$127M 1.11%
957,131
+207,872
16
$127M 1.1%
1,404,093
+32,755
17
$108M 0.94%
2,718,240
-159,580
18
$105M 0.92%
1,059,597
-19,867
19
$105M 0.91%
999,689
+155,163
20
$101M 0.88%
880,057
-34,269
21
$101M 0.88%
448,481
+85,606
22
$101M 0.88%
1,702,426
+99,380
23
$99M 0.86%
2,730,466
+193,267
24
$92.8M 0.81%
4,196,829
-22,972
25
$91.3M 0.79%
2,963,179
-52,412