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
876
$411K ﹤0.01%
73,415
+39,930
877
$410K ﹤0.01%
12,902
+2,140
878
$410K ﹤0.01%
10,500
-17,616
879
$405K ﹤0.01%
8,278
-3,968
880
$405K ﹤0.01%
1,306
+120
881
$403K ﹤0.01%
7,905
+990
882
$402K ﹤0.01%
10,444
+359
883
$400K ﹤0.01%
7,194
-3
884
$400K ﹤0.01%
16,354
-32,196
885
$400K ﹤0.01%
43,332
+294
886
$400K ﹤0.01%
13,470
+6,943
887
$398K ﹤0.01%
12,600
-234
888
$397K ﹤0.01%
8,790
+652
889
$397K ﹤0.01%
5,283
+590
890
$396K ﹤0.01%
5,507
+793
891
$395K ﹤0.01%
3,643
-609
892
$393K ﹤0.01%
8,282
+438
893
$393K ﹤0.01%
4,273
-6,327
894
$393K ﹤0.01%
15,247
-575
895
$393K ﹤0.01%
3,360
+667
896
$392K ﹤0.01%
3,401
-30,248
897
$392K ﹤0.01%
4,720
-151
898
$392K ﹤0.01%
12,202
-5,592
899
$391K ﹤0.01%
6,098
-250
900
$391K ﹤0.01%
2,549
-100
34 35
36
37 38