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
76
$40.3M 0.35%
168,417
-5,695
77
$39.9M 0.35%
466,012
+70,357
78
$39.2M 0.34%
551,426
-7,343
79
$39.2M 0.34%
442,090
-7,439
80
$38.8M 0.34%
561,568
+45,281
81
$38.5M 0.33%
812,791
-152,067
82
$37M 0.32%
567,713
-67,193
83
$35.4M 0.31%
791,608
+48,160
84
$35.1M 0.31%
299,321
-12,275
85
$34.9M 0.3%
1,115,133
+16,413
86
$34M 0.3%
229,384
+62,769
87
$33.4M 0.29%
511,020
-160,812
88
$32.8M 0.29%
718,323
+88,042
89
$32.7M 0.28%
434,249
+42,676
90
$32.6M 0.28%
443,217
-7,838
91
$32.5M 0.28%
640,234
-17,881
92
$32.4M 0.28%
451,843
-130,301
93
$32M 0.28%
449,482
+5,680
94
$32M 0.28%
349,314
+6,769
95
$31.2M 0.27%
1,504,990
+14,160
96
$30.2M 0.26%
696,802
+11,920
97
$30.1M 0.26%
261,255
+91,882
98
$29.5M 0.26%
767,315
-5,623
99
$29.2M 0.25%
243,450
+59,283
100
$27.6M 0.24%
235,828
-17,067
2 3
4
5 6