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
476
$1.63M 0.01%
27,193
477
$1.61M 0.01%
21,902
+1,614
478
$1.61M 0.01%
32,825
+31
479
$1.61M 0.01%
21,191
+7,922
480
$1.59M 0.01%
23,631
+19,569
481
$1.59M 0.01%
25,234
-1,793
482
$1.59M 0.01%
7,066
-773
483
$1.57M 0.01%
53,887
+8,811
484
$1.56M 0.01%
21,697
+2,371
485
$1.55M 0.01%
33,166
+1
486
$1.55M 0.01%
87,158
+14,861
487
$1.55M 0.01%
36,312
-4,095
488
$1.55M 0.01%
31,601
+12,930
489
$1.54M 0.01%
232,051
+116,845
490
$1.54M 0.01%
31,323
+22,056
491
$1.53M 0.01%
+81,911
492
$1.52M 0.01%
+88,752
493
$1.52M 0.01%
113,111
+1,087
494
$1.5M 0.01%
55,996
+3,110
495
$1.5M 0.01%
29,700
+5,728
496
$1.49M 0.01%
+96,588
497
$1.48M 0.01%
12,345
-1,787
498
$1.47M 0.01%
1,629
+3
499
$1.47M 0.01%
32,947
-14,030
500
$1.47M 0.01%
44,369
18 19
20
21 22