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
776
$536K ﹤0.01%
107,463
+1,872
777
$533K ﹤0.01%
11,751
+435
778
$532K ﹤0.01%
14,432
-6,381
779
$531K ﹤0.01%
9,370
-960
780
$529K ﹤0.01%
6,158
-26
781
$529K ﹤0.01%
10,935
+2,500
782
$529K ﹤0.01%
4,276
-650
783
$529K ﹤0.01%
13,667
+624
784
$527K ﹤0.01%
+22,906
785
$526K ﹤0.01%
25,171
-1,004
786
$524K ﹤0.01%
13,108
+193
787
$524K ﹤0.01%
+10,990
788
$522K ﹤0.01%
+36,712
789
$521K ﹤0.01%
15,199
790
$521K ﹤0.01%
6,500
+2,240
791
$518K ﹤0.01%
7,145
+1,807
792
$517K ﹤0.01%
66,667
793
$517K ﹤0.01%
11,768
-1,413
794
$516K ﹤0.01%
18,612
+6,402
795
$516K ﹤0.01%
9,286
+1,854
796
$514K ﹤0.01%
10,463
797
$513K ﹤0.01%
8,596
+202
798
$512K ﹤0.01%
3,532
-337
799
$512K ﹤0.01%
44,709
+474
800
$511K ﹤0.01%
10,152
-16,985
30 31
32
33 34