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
451
$1.85M 0.02%
28,210
+2,114
452
$1.84M 0.02%
+53,500
453
$1.84M 0.02%
44,868
+6,161
454
$1.83M 0.02%
146,270
+114,045
455
$1.83M 0.02%
46,661
-3,189
456
$1.82M 0.02%
40,226
+33,936
457
$1.82M 0.02%
119,985
-19,465
458
$1.81M 0.02%
41,126
+268
459
$1.8M 0.02%
47,261
+235
460
$1.8M 0.02%
10,647
+3,453
461
$1.79M 0.02%
33,068
-5,196
462
$1.78M 0.02%
58,298
463
$1.78M 0.02%
4,197
+1,161
464
$1.75M 0.02%
23,359
+3,276
465
$1.75M 0.02%
34,484
+1,668
466
$1.73M 0.02%
53,583
-11,328
467
$1.73M 0.02%
37,050
+524
468
$1.73M 0.02%
49,630
+36,702
469
$1.72M 0.01%
23,969
-1,317
470
$1.71M 0.01%
35,574
-2,400
471
$1.71M 0.01%
12,506
-436
472
$1.7M 0.01%
+34,965
473
$1.7M 0.01%
72,788
+98
474
$1.69M 0.01%
30,713
-24,553
475
$1.67M 0.01%
13,177
+2,998
17 18
19
20 21