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
551
$1.21M 0.01%
16,956
+1,755
552
$1.2M 0.01%
31,542
+3,691
553
$1.2M 0.01%
24,724
-14,307
554
$1.2M 0.01%
26,185
-1,977
555
$1.2M 0.01%
9,764
+154
556
$1.2M 0.01%
61,945
+265
557
$1.19M 0.01%
31,506
558
$1.18M 0.01%
10,807
-19,249
559
$1.18M 0.01%
89,106
-50,828
560
$1.17M 0.01%
11,232
-7,444
561
$1.16M 0.01%
23,864
+2,074
562
$1.16M 0.01%
15,035
+289
563
$1.16M 0.01%
42,852
-270
564
$1.15M 0.01%
37,360
+5,695
565
$1.15M 0.01%
15,482
-1,840
566
$1.15M 0.01%
25,801
-739
567
$1.15M 0.01%
214,074
+1,981
568
$1.14M 0.01%
101,073
+8,025
569
$1.14M 0.01%
20,244
+10,353
570
$1.14M 0.01%
37,565
-12,406
571
$1.13M 0.01%
28,170
-550
572
$1.12M 0.01%
+126,228
573
$1.11M 0.01%
5,625
-94
574
$1.11M 0.01%
94,146
+2,000
575
$1.1M 0.01%
30,711
-6,656
21 22
23
24 25