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
576
$1.09M 0.01%
21,070
-2,448
577
$1.09M 0.01%
22,051
+5,348
578
$1.08M 0.01%
9,450
+4,845
579
$1.08M 0.01%
22,262
+354
580
$1.08M 0.01%
39,534
-9,965
581
$1.07M 0.01%
13,891
+483
582
$1.07M 0.01%
29,710
-1,812
583
$1.07M 0.01%
25,487
+2,757
584
$1.07M 0.01%
11,528
-274
585
$1.07M 0.01%
22,882
+584
586
$1.07M 0.01%
24,740
587
$1.06M 0.01%
11,880
+213
588
$1.06M 0.01%
71,386
-50,488
589
$1.05M 0.01%
17,445
+6,078
590
$1.05M 0.01%
54,040
-467
591
$1.05M 0.01%
39,185
+6,880
592
$1.05M 0.01%
21,871
+4,649
593
$1.04M 0.01%
14,447
-9
594
$1.02M 0.01%
14,166
-123
595
$1.02M 0.01%
20,935
+9,564
596
$1.02M 0.01%
33,784
-1,300
597
$1.01M 0.01%
24,431
+6,485
598
$1.01M 0.01%
15,486
599
$1M 0.01%
5,486
-15,006
600
$995K 0.01%
33,064
+6,837
22 23
24
25 26