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
851
$437K ﹤0.01%
+19,512
852
$437K ﹤0.01%
27,086
+2,843
853
$437K ﹤0.01%
21,733
+1,645
854
$435K ﹤0.01%
14,344
+1,909
855
$433K ﹤0.01%
+11,264
856
$432K ﹤0.01%
12,613
+1,047
857
$431K ﹤0.01%
7,189
+1,570
858
$431K ﹤0.01%
6,326
-4,657
859
$429K ﹤0.01%
68,642
+140
860
$429K ﹤0.01%
14,849
+2,566
861
$428K ﹤0.01%
8,333
862
$428K ﹤0.01%
8,662
-583
863
$426K ﹤0.01%
100,122
+8,256
864
$424K ﹤0.01%
+21,178
865
$423K ﹤0.01%
3,381
+17
866
$423K ﹤0.01%
12,900
867
$422K ﹤0.01%
17,335
-7,816
868
$421K ﹤0.01%
29,123
869
$417K ﹤0.01%
38,553
+6,943
870
$416K ﹤0.01%
51,029
-21,312
871
$415K ﹤0.01%
42,000
872
$413K ﹤0.01%
7,242
-5,862
873
$413K ﹤0.01%
4,449
+1,260
874
$412K ﹤0.01%
6,510
-1,959
875
$412K ﹤0.01%
2,561
+113
33 34
35
36 37