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
601
$986K 0.01%
21,308
+4,085
602
$982K 0.01%
20,812
-6,159
603
$978K 0.01%
9,093
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604
$965K 0.01%
63,691
-498
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$960K 0.01%
13,342
-17,882
606
$959K 0.01%
28,465
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607
$957K 0.01%
4,119
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608
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609
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34,524
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610
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26,519
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611
$944K 0.01%
14,800
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612
$931K 0.01%
30,000
+2,570
613
$926K 0.01%
10,863
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614
$926K 0.01%
37,708
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$924K 0.01%
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15,200
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13,497
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620
$906K 0.01%
23,400
621
$894K 0.01%
58,089
-4,841
622
$894K 0.01%
38,541
623
$891K 0.01%
36,274
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624
$888K 0.01%
3,974
+912
625
$887K 0.01%
+33,945
23 24
25
26 27