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
26
$87.9M 0.76%
1,014,422
+43,513
27
$87.4M 0.76%
1,267,013
-76,950
28
$86.8M 0.76%
657,059
+2,539
29
$86.7M 0.75%
932,001
+369,843
30
$85.9M 0.75%
733,555
-12,671
31
$85M 0.74%
815,378
+4,859
32
$83.3M 0.72%
2,145,990
-52,363
33
$82.1M 0.71%
2,127,720
-197,840
34
$81.9M 0.71%
502,663
+18,446
35
$81.6M 0.71%
558,210
+16,521
36
$77.1M 0.67%
2,532,024
+38,392
37
$76.3M 0.66%
511,241
-5,972
38
$76.1M 0.66%
642,009
+19,749
39
$76M 0.66%
963,203
-31,345
40
$75.8M 0.66%
2,359,314
+16,174
41
$75.7M 0.66%
1,363,001
+10,585
42
$75.3M 0.65%
1,409,988
+78,619
43
$73.3M 0.64%
2,424,898
+122,135
44
$72.3M 0.63%
1,881,451
-45,581
45
$70M 0.61%
816,212
+4,555
46
$69.1M 0.6%
1,103,525
+34,613
47
$67.6M 0.59%
1,802,540
+92,480
48
$65.7M 0.57%
842,173
+8,645
49
$65.7M 0.57%
536,385
+3,958
50
$63.6M 0.55%
474,413
-10,596
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