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
301
$4.41M 0.04%
76,345
+24,782
302
$4.39M 0.04%
54,539
+886
303
$4.37M 0.04%
106,075
304
$4.31M 0.04%
100,386
+18,667
305
$4.29M 0.04%
112,670
-629
306
$4.28M 0.04%
21,685
+2,768
307
$4.2M 0.04%
41,531
-1,397
308
$4.18M 0.04%
67,735
+5,061
309
$4.14M 0.04%
36,140
+1,653
310
$4.1M 0.04%
75,373
+5,403
311
$4.06M 0.04%
35,166
+1,203
312
$4.05M 0.04%
33,058
+3,571
313
$3.99M 0.03%
71,193
+39,447
314
$3.98M 0.03%
151,669
+1,725
315
$3.97M 0.03%
133,728
+5,206
316
$3.87M 0.03%
199,658
-123,163
317
$3.86M 0.03%
195,915
-14,196
318
$3.84M 0.03%
72,533
-5,101
319
$3.83M 0.03%
+102,868
320
$3.82M 0.03%
26,314
+2,354
321
$3.78M 0.03%
82,244
+14,104
322
$3.77M 0.03%
103,953
+29,854
323
$3.73M 0.03%
50,369
-528
324
$3.66M 0.03%
87,284
-8,058
325
$3.59M 0.03%
66,558
+913
11 12
13
14 15