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
901
$390K ﹤0.01%
6,082
-92
902
$389K ﹤0.01%
13,072
+3,774
903
$389K ﹤0.01%
10,187
-4,249
904
$388K ﹤0.01%
29,092
+2,630
905
$382K ﹤0.01%
12,561
-262
906
$380K ﹤0.01%
10,106
-128
907
$380K ﹤0.01%
339,149
-27,000
908
$379K ﹤0.01%
+9,200
909
$378K ﹤0.01%
10,252
+1,193
910
$375K ﹤0.01%
2,400
-187
911
$375K ﹤0.01%
461
+291
912
$372K ﹤0.01%
7,471
-4,105
913
$371K ﹤0.01%
7,407
-4,515
914
$369K ﹤0.01%
5,939
-7,086
915
$369K ﹤0.01%
15,313
+7,243
916
$367K ﹤0.01%
11,668
+200
917
$366K ﹤0.01%
2,203
+198
918
$365K ﹤0.01%
6,961
+1,709
919
$364K ﹤0.01%
10,210
+114
920
$363K ﹤0.01%
4,975
+1,894
921
$362K ﹤0.01%
4,740
+989
922
$360K ﹤0.01%
8,247
-304
923
$360K ﹤0.01%
8,702
-101
924
$359K ﹤0.01%
6,398
-3,610
925
$359K ﹤0.01%
60,583
-135
35 36
37
38 39