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
$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
226
$7.41M 0.06%
68,588
+6,767
227
$7.4M 0.06%
42,852
+11,899
228
$7.37M 0.06%
225,449
+5,141
229
$7.32M 0.06%
210,444
-3,674
230
$7.3M 0.06%
335,913
+3,428
231
$7.22M 0.06%
87,340
+9,969
232
$7.16M 0.06%
81,577
+5,220
233
$7.14M 0.06%
49,659
-4,730
234
$7.13M 0.06%
114,581
+83,592
235
$7.1M 0.06%
246,866
-74,744
236
$7.08M 0.06%
163,847
+2,811
237
$6.99M 0.06%
120,672
+144
238
$6.91M 0.06%
62,251
+3,710
239
$6.85M 0.06%
+59,786
240
$6.83M 0.06%
94,013
-1,082
241
$6.74M 0.06%
241,739
-3,328
242
$6.7M 0.06%
85,127
+873
243
$6.69M 0.06%
280,016
+6,194
244
$6.66M 0.06%
486,483
-10,184
245
$6.6M 0.06%
71,126
-414
246
$6.53M 0.06%
361,147
+271,087
247
$6.49M 0.06%
130,533
+105,508
248
$6.44M 0.06%
163,170
-74,184
249
$6.35M 0.06%
109,942
-21,488
250
$6.34M 0.06%
126,550
-4,761
8 9
10
11 12