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
801
$509K ﹤0.01%
1,478
+169
802
$508K ﹤0.01%
12,504
-10,117
803
$507K ﹤0.01%
4,028
-1,238
804
$506K ﹤0.01%
26,719
+4,260
805
$505K ﹤0.01%
3,783
806
$504K ﹤0.01%
13,133
+1,784
807
$504K ﹤0.01%
10,941
+1,331
808
$501K ﹤0.01%
64,842
+4,770
809
$500K ﹤0.01%
15,879
-1,215
810
$497K ﹤0.01%
4,700
-26,714
811
$497K ﹤0.01%
9,542
+814
812
$497K ﹤0.01%
9,060
+824
813
$496K ﹤0.01%
9,084
+1,095
814
$495K ﹤0.01%
7,174
-15
815
$494K ﹤0.01%
4,215
+1,414
816
$493K ﹤0.01%
6,260
+746
817
$491K ﹤0.01%
15,826
+1,366
818
$488K ﹤0.01%
5,840
+785
819
$486K ﹤0.01%
10,056
+1,935
820
$484K ﹤0.01%
32,598
-10,300
821
$483K ﹤0.01%
98,880
-14,770
822
$481K ﹤0.01%
16,833
-1,430
823
$481K ﹤0.01%
21,939
+3,581
824
$480K ﹤0.01%
3,621
+415
825
$476K ﹤0.01%
3,842
+186
31 32
33
34 35