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
926
$358K ﹤0.01%
6,388
+2,880
927
$357K ﹤0.01%
17,570
928
$356K ﹤0.01%
1,744
-61
929
$356K ﹤0.01%
20,097
-6,283
930
$354K ﹤0.01%
6,727
+1,785
931
$353K ﹤0.01%
5,520
-689
932
$353K ﹤0.01%
5,406
+420
933
$353K ﹤0.01%
19,442
+3,265
934
$352K ﹤0.01%
+11,207
935
$350K ﹤0.01%
5,548
+1,479
936
$349K ﹤0.01%
6,985
-6,115
937
$349K ﹤0.01%
18,063
+2,500
938
$347K ﹤0.01%
10,400
-22
939
$346K ﹤0.01%
13,070
+1,939
940
$346K ﹤0.01%
2,900
-190
941
$345K ﹤0.01%
33,222
-10,600
942
$345K ﹤0.01%
9,743
+935
943
$345K ﹤0.01%
11,484
+599
944
$345K ﹤0.01%
6,020
+966
945
$344K ﹤0.01%
+8,225
946
$344K ﹤0.01%
11,856
+2,732
947
$344K ﹤0.01%
+5,425
948
$343K ﹤0.01%
25,905
-12,304
949
$343K ﹤0.01%
9,712
-7,475
950
$342K ﹤0.01%
4,071
+708
36 37
38
39 40