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
501
$1.46M 0.01%
24,280
502
$1.45M 0.01%
40,063
-11,069
503
$1.45M 0.01%
11,660
-27,514
504
$1.45M 0.01%
16,446
+860
505
$1.44M 0.01%
66,973
-14,716
506
$1.44M 0.01%
23,166
-367
507
$1.44M 0.01%
40,127
-1,427,285
508
$1.43M 0.01%
23,544
-3,224
509
$1.42M 0.01%
18,032
+177
510
$1.41M 0.01%
18,370
-7,201
511
$1.4M 0.01%
150,887
512
$1.4M 0.01%
27,701
-907
513
$1.39M 0.01%
10,391
+591
514
$1.38M 0.01%
21,655
-2,251
515
$1.37M 0.01%
26,182
-1,045
516
$1.37M 0.01%
21,352
517
$1.37M 0.01%
168,095
518
$1.37M 0.01%
19,318
+8,873
519
$1.36M 0.01%
+104,308
520
$1.36M 0.01%
20,137
-3,699
521
$1.34M 0.01%
11,492
-2,061
522
$1.33M 0.01%
10,647
+7,740
523
$1.33M 0.01%
31,973
+2,385
524
$1.33M 0.01%
57,666
-266
525
$1.32M 0.01%
72,641
19 20
21
22 23