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
751
$581K 0.01%
16,268
-66
752
$577K 0.01%
9,694
+214
753
$576K 0.01%
16,902
+147
754
$573K 0.01%
14,488
-857
755
$571K 0.01%
4,844
-7,100
756
$570K 0.01%
3,487
-121
757
$568K ﹤0.01%
15,647
+5,247
758
$568K ﹤0.01%
17,903
-873
759
$565K ﹤0.01%
8,150
+200
760
$565K ﹤0.01%
16,382
+3,134
761
$562K ﹤0.01%
10,716
+1,153
762
$561K ﹤0.01%
+8,340
763
$560K ﹤0.01%
13,088
-3,990
764
$558K ﹤0.01%
5,132
+127
765
$557K ﹤0.01%
24,295
-2,490
766
$553K ﹤0.01%
9,489
+2,065
767
$552K ﹤0.01%
13,610
768
$552K ﹤0.01%
33,055
-2,500
769
$551K ﹤0.01%
36,956
-2,384
770
$548K ﹤0.01%
12,221
+1,705
771
$546K ﹤0.01%
12,702
-344
772
$546K ﹤0.01%
30,685
+16,370
773
$544K ﹤0.01%
9,333
+1,417
774
$540K ﹤0.01%
26,187
+2,987
775
$537K ﹤0.01%
+19,180
29 30
31
32 33