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
401
$2.5M 0.02%
44,595
+358
402
$2.48M 0.02%
78,679
+488
403
$2.46M 0.02%
28,329
+745
404
$2.43M 0.02%
36,028
+5,683
405
$2.42M 0.02%
95,834
-1,730
406
$2.42M 0.02%
35,774
+1,316
407
$2.42M 0.02%
25,338
+1,478
408
$2.41M 0.02%
+22,672
409
$2.41M 0.02%
60,082
+11,565
410
$2.4M 0.02%
27,771
-4,438
411
$2.4M 0.02%
69,304
-311
412
$2.38M 0.02%
71,612
+1,385
413
$2.37M 0.02%
46,238
+19,535
414
$2.35M 0.02%
105,818
-6,028
415
$2.34M 0.02%
24,348
+4,811
416
$2.33M 0.02%
86,232
-10,115
417
$2.33M 0.02%
95,029
+1,255
418
$2.32M 0.02%
71,454
+862
419
$2.31M 0.02%
13,563
+195
420
$2.29M 0.02%
47,727
-12,639
421
$2.28M 0.02%
32,281
-1,286
422
$2.26M 0.02%
2,497
+480
423
$2.25M 0.02%
21,719
-181
424
$2.23M 0.02%
34,864
+28,092
425
$2.23M 0.02%
21,112
+784
15 16
17
18 19