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
51
$62.9M 0.55%
393,202
+92,942
52
$61.3M 0.53%
1,677,386
+1,492,358
53
$60.9M 0.53%
1,763,106
+61,036
54
$59.2M 0.51%
196,161
+44,044
55
$58.9M 0.51%
701,778
+15,175
56
$58.2M 0.51%
1,055,645
-372,776
57
$56.6M 0.49%
1,007,742
-12,552
58
$55.5M 0.48%
479,380
-40,109
59
$54.5M 0.47%
1,886,536
+58,044
60
$51.4M 0.45%
954,590
-1,745
61
$50.3M 0.44%
898,336
-105,964
62
$50M 0.44%
2,830,910
+42,940
63
$49.9M 0.43%
1,509,155
+108,615
64
$49.7M 0.43%
836,057
-35,795
65
$49.6M 0.43%
446,676
+110,943
66
$49.2M 0.43%
197,022
-7,114
67
$47.6M 0.41%
926,159
+152,160
68
$47.4M 0.41%
298,650
+389
69
$46.4M 0.4%
397,110
+63,116
70
$45.8M 0.4%
643,357
-79,903
71
$43.4M 0.38%
282,023
+5,393
72
$42.2M 0.37%
271,185
+3,847
73
$41.7M 0.36%
576,871
-79,159
74
$40.9M 0.36%
626,858
+8,642
75
$40.7M 0.35%
254,103
-409
1 2
3
4 5