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
426
$2.21M 0.02%
41,114
-1,615
427
$2.17M 0.02%
13,101
+4,898
428
$2.16M 0.02%
37,605
+1,255
429
$2.16M 0.02%
103,800
-1,000
430
$2.16M 0.02%
79,344
+35,035
431
$2.13M 0.02%
61,308
+1,730
432
$2.12M 0.02%
38,187
+24,977
433
$2.12M 0.02%
66,429
+1,132
434
$2.08M 0.02%
40,014
+16,163
435
$2.07M 0.02%
16,709
-16,666
436
$2.06M 0.02%
95,007
-47,079
437
$2.03M 0.02%
23,838
+3,549
438
$2.02M 0.02%
115,137
-30,030
439
$2M 0.02%
35,531
-1,623
440
$2M 0.02%
24,582
-1,759
441
$1.98M 0.02%
65,774
+53,249
442
$1.95M 0.02%
61,214
+16,069
443
$1.94M 0.02%
17,550
+5,628
444
$1.94M 0.02%
18,125
+3,313
445
$1.92M 0.02%
51,005
-5,039
446
$1.88M 0.02%
47,553
-798
447
$1.88M 0.02%
27,833
-4,226
448
$1.87M 0.02%
37,709
+570
449
$1.86M 0.02%
31,756
+2,631
450
$1.85M 0.02%
43,882
+2,711
16 17
18
19 20