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
276
$5.17M 0.04%
31,417
-421
277
$5.06M 0.04%
348,351
+241,938
278
$5.04M 0.04%
38,021
-808
279
$5.04M 0.04%
73,725
+21,450
280
$5.02M 0.04%
349,480
-35,255
281
$5.01M 0.04%
123,795
-55,616
282
$4.94M 0.04%
135,800
-645
283
$4.92M 0.04%
204,164
+11,749
284
$4.91M 0.04%
56,841
+1,595
285
$4.89M 0.04%
1,833,400
-855,920
286
$4.88M 0.04%
5,030
-6
287
$4.87M 0.04%
72,245
+13,542
288
$4.8M 0.04%
56,837
-2,609
289
$4.78M 0.04%
92,765
-6,765
290
$4.7M 0.04%
83,339
-3,686
291
$4.7M 0.04%
62,169
-747
292
$4.7M 0.04%
63,921
-144
293
$4.68M 0.04%
61,299
+3,496
294
$4.57M 0.04%
73,082
+594
295
$4.56M 0.04%
253,398
+17,300
296
$4.56M 0.04%
+126,521
297
$4.54M 0.04%
161,728
-42,136
298
$4.52M 0.04%
150,016
+1,167
299
$4.5M 0.04%
57,830
-31,842
300
$4.46M 0.04%
64,864
-8,681
10 11
12
13 14