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
251
$6.3M 0.05%
154,784
-128,097
252
$6.14M 0.05%
164,050
-16,787
253
$6.1M 0.05%
156,184
+76,343
254
$6.08M 0.05%
50,228
+1,740
255
$6.06M 0.05%
50,565
-3,678
256
$6.02M 0.05%
52,717
+81
257
$5.91M 0.05%
97,870
+53,802
258
$5.82M 0.05%
181,757
-30,378
259
$5.71M 0.05%
184,864
+392
260
$5.69M 0.05%
61,305
-5,716
261
$5.64M 0.05%
207,015
+6,280
262
$5.61M 0.05%
57,693
+6,130
263
$5.5M 0.05%
3,750
-3,030
264
$5.49M 0.05%
171,478
+2,652
265
$5.47M 0.05%
156,333
+22,502
266
$5.47M 0.05%
78,397
-18,927
267
$5.43M 0.05%
96,332
-8,228
268
$5.38M 0.05%
56,068
+15,584
269
$5.35M 0.05%
113,703
+97,309
270
$5.3M 0.05%
106,280
+92,299
271
$5.26M 0.05%
94,380
+560
272
$5.25M 0.05%
51,311
+9,287
273
$5.21M 0.05%
72,276
+36,918
274
$5.18M 0.05%
246,015
+13,906
275
$5.17M 0.04%
124,130
+1,003
9 10
11
12 13