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
526
$1.31M 0.01%
42,749
-5,435
527
$1.31M 0.01%
70,350
+4,560
528
$1.3M 0.01%
27,257
+187
529
$1.3M 0.01%
10,600
+518
530
$1.3M 0.01%
24,400
-544
531
$1.3M 0.01%
24,212
+6,394
532
$1.3M 0.01%
18,880
+5,643
533
$1.29M 0.01%
45,953
-35,350
534
$1.28M 0.01%
31,160
-6,447
535
$1.27M 0.01%
67,866
-483
536
$1.27M 0.01%
36,136
+21,662
537
$1.26M 0.01%
+48,104
538
$1.25M 0.01%
24,452
+8,064
539
$1.25M 0.01%
22,623
+769
540
$1.25M 0.01%
16,919
+19
541
$1.25M 0.01%
15,506
542
$1.24M 0.01%
+31,510
543
$1.23M 0.01%
29,206
+7,418
544
$1.23M 0.01%
25,682
-15,181
545
$1.23M 0.01%
135,792
+14,766
546
$1.22M 0.01%
+24,190
547
$1.22M 0.01%
14,879
-9,308
548
$1.22M 0.01%
52,670
549
$1.22M 0.01%
+48,711
550
$1.21M 0.01%
38,491
-26,451
20 21
22
23 24