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
826
$473K ﹤0.01%
+69,532
827
$472K ﹤0.01%
41,781
+5,416
828
$470K ﹤0.01%
3,135
+314
829
$468K ﹤0.01%
2,028
+7
830
$468K ﹤0.01%
9,108
-5,151
831
$467K ﹤0.01%
+18,450
832
$467K ﹤0.01%
14,770
-104
833
$467K ﹤0.01%
2,723
+93
834
$461K ﹤0.01%
21,690
835
$459K ﹤0.01%
17,035
-4,159
836
$459K ﹤0.01%
16,565
+1,381
837
$459K ﹤0.01%
16,440
838
$458K ﹤0.01%
12,425
+1,130
839
$457K ﹤0.01%
24,000
840
$456K ﹤0.01%
8,141
+1,747
841
$455K ﹤0.01%
9,314
+1,700
842
$452K ﹤0.01%
540
+57
843
$451K ﹤0.01%
7,398
-25,106
844
$448K ﹤0.01%
6,165
-138
845
$447K ﹤0.01%
19,070
-2,105
846
$446K ﹤0.01%
+2,765
847
$446K ﹤0.01%
10,365
-2,124
848
$441K ﹤0.01%
17,238
+2,709
849
$441K ﹤0.01%
3,950
+250
850
$437K ﹤0.01%
15,125
+7,775
32 33
34
35 36