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
326
$3.58M 0.03%
+148,500
327
$3.56M 0.03%
51,482
+164
328
$3.53M 0.03%
+84,518
329
$3.52M 0.03%
+60,047
330
$3.5M 0.03%
52,887
-9,917
331
$3.49M 0.03%
+121,256
332
$3.48M 0.03%
708,898
-546,428
333
$3.48M 0.03%
41,038
+754
334
$3.47M 0.03%
72,450
+12,815
335
$3.46M 0.03%
130,707
-7,355
336
$3.45M 0.03%
84,914
337
$3.44M 0.03%
210,956
+46,396
338
$3.44M 0.03%
78,592
+4,560
339
$3.37M 0.03%
151,669
+109
340
$3.35M 0.03%
52,739
-1,324
341
$3.35M 0.03%
101,808
+45
342
$3.34M 0.03%
52,807
-44,637
343
$3.34M 0.03%
41,853
+8,392
344
$3.33M 0.03%
70,152
345
$3.33M 0.03%
121,931
-21,237
346
$3.33M 0.03%
+78,681
347
$3.3M 0.03%
28,168
-2,192
348
$3.28M 0.03%
273,549
-39,471
349
$3.27M 0.03%
14,067
-2,579
350
$3.26M 0.03%
32,579
+2,204
12 13
14
15 16