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
976
$314K ﹤0.01%
5,717
-250
977
$314K ﹤0.01%
11,815
+835
978
$314K ﹤0.01%
4,958
-1,875
979
$314K ﹤0.01%
9,960
+1,900
980
$313K ﹤0.01%
8,471
+1,827
981
$309K ﹤0.01%
17,867
+3,818
982
$308K ﹤0.01%
8,702
-3,324
983
$308K ﹤0.01%
+14,610
984
$305K ﹤0.01%
5,276
985
$305K ﹤0.01%
+5,612
986
$304K ﹤0.01%
12,300
987
$302K ﹤0.01%
382
-106
988
$302K ﹤0.01%
16,518
-31,759
989
$302K ﹤0.01%
2,146
+59
990
$301K ﹤0.01%
14,696
-5,403
991
$300K ﹤0.01%
+10,000
992
$300K ﹤0.01%
+8,221
993
$299K ﹤0.01%
16,347
+3,721
994
$297K ﹤0.01%
11,676
-20,093
995
$297K ﹤0.01%
8,365
-3,047
996
$297K ﹤0.01%
3,259
-17
997
$296K ﹤0.01%
10,317
-1,196
998
$296K ﹤0.01%
3,557
-1,997
999
$296K ﹤0.01%
19,191
-1,147
1000
$296K ﹤0.01%
3,764
+78
38 39
40
41 42