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
376
$2.77M 0.02%
89,101
+25,067
377
$2.76M 0.02%
56,675
-208
378
$2.75M 0.02%
104,000
379
$2.75M 0.02%
74,981
+523
380
$2.74M 0.02%
61,346
+8,314
381
$2.74M 0.02%
88,998
-18,491
382
$2.73M 0.02%
61,646
-14,440
383
$2.73M 0.02%
29,633
+17,157
384
$2.7M 0.02%
54,441
-62,904
385
$2.67M 0.02%
52,458
+10,322
386
$2.66M 0.02%
36,776
+716
387
$2.65M 0.02%
81,555
-9,360
388
$2.63M 0.02%
36,110
+11,682
389
$2.62M 0.02%
54,458
-7,192
390
$2.62M 0.02%
60,246
+45,574
391
$2.58M 0.02%
48,614
+10,676
392
$2.58M 0.02%
105,733
-128,732
393
$2.57M 0.02%
28,989
+945
394
$2.55M 0.02%
27,107
+1,174
395
$2.55M 0.02%
24,716
-791
396
$2.54M 0.02%
33,381
+30,623
397
$2.53M 0.02%
57,342
-13,446
398
$2.53M 0.02%
14,774
+2,690
399
$2.52M 0.02%
47,188
+8,270
400
$2.51M 0.02%
34,523
-3,570
14 15
16
17 18