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
951
$341K ﹤0.01%
11,885
+4,741
952
$339K ﹤0.01%
10,751
-3,476
953
$337K ﹤0.01%
8,984
-424
954
$337K ﹤0.01%
4,359
+749
955
$337K ﹤0.01%
2,756
+981
956
$337K ﹤0.01%
4,882
-688
957
$336K ﹤0.01%
7,880
+575
958
$334K ﹤0.01%
7,968
+789
959
$333K ﹤0.01%
8,479
+578
960
$333K ﹤0.01%
15,899
+1,416
961
$332K ﹤0.01%
12,591
+309
962
$332K ﹤0.01%
13,727
963
$332K ﹤0.01%
11,620
-2,929
964
$332K ﹤0.01%
6,503
-107
965
$331K ﹤0.01%
5,471
-5,321
966
$330K ﹤0.01%
68,474
-47,493
967
$330K ﹤0.01%
5,080
-2,359
968
$328K ﹤0.01%
+5,754
969
$325K ﹤0.01%
740
+18
970
$325K ﹤0.01%
31,818
971
$325K ﹤0.01%
5,015
+754
972
$324K ﹤0.01%
21,382
+802
973
$321K ﹤0.01%
3,887
+116
974
$319K ﹤0.01%
25,368
+2,213
975
$318K ﹤0.01%
+12,523
37 38
39
40 41