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
351
$3.25M 0.03%
113,965
+38,195
352
$3.25M 0.03%
33,665
-9,588
353
$3.23M 0.03%
28,511
-2,063
354
$3.23M 0.03%
73,078
+9,061
355
$3.19M 0.03%
43,702
+5,234
356
$3.18M 0.03%
110,514
-5,802
357
$3.17M 0.03%
152,390
-15,309
358
$3.11M 0.03%
+70,230
359
$3.07M 0.03%
72,220
+48,783
360
$3.05M 0.03%
185,147
-46,165
361
$3.05M 0.03%
34,943
+3,032
362
$3.03M 0.03%
29,592
-1,852
363
$3.03M 0.03%
30,938
+3,715
364
$2.96M 0.03%
150,589
+13,605
365
$2.96M 0.03%
207,765
+43,785
366
$2.93M 0.03%
26,566
-715
367
$2.92M 0.03%
50,319
+1,967
368
$2.91M 0.03%
+100,974
369
$2.9M 0.03%
58,970
+17,212
370
$2.89M 0.03%
13,354
-505
371
$2.87M 0.03%
7,822
+2,453
372
$2.83M 0.02%
162,524
+626
373
$2.83M 0.02%
32,715
+2,109
374
$2.81M 0.02%
79,263
+5,472
375
$2.79M 0.02%
29,489
+6,485
13 14
15
16 17