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
1001
$295K ﹤0.01%
5,242
+321
1002
$294K ﹤0.01%
8,023
+301
1003
$294K ﹤0.01%
3,040
-649
1004
$293K ﹤0.01%
12,747
+2,784
1005
$293K ﹤0.01%
8,241
-670
1006
$292K ﹤0.01%
4,016
+776
1007
$291K ﹤0.01%
8,340
-1,389
1008
$291K ﹤0.01%
6,493
-12
1009
$291K ﹤0.01%
17,238
+2,189
1010
$290K ﹤0.01%
7,850
+1,912
1011
$290K ﹤0.01%
+5,338
1012
$288K ﹤0.01%
11,902
-1,396
1013
$286K ﹤0.01%
3,031
1014
$286K ﹤0.01%
+7,444
1015
$286K ﹤0.01%
+8,250
1016
$286K ﹤0.01%
3,260
1017
$283K ﹤0.01%
11,680
1018
$283K ﹤0.01%
+5,033
1019
$283K ﹤0.01%
448
-40
1020
$282K ﹤0.01%
6,786
-500
1021
$282K ﹤0.01%
10,256
-1,310
1022
$282K ﹤0.01%
5,360
-485
1023
$282K ﹤0.01%
+3,443
1024
$282K ﹤0.01%
7,652
-15
1025
$281K ﹤0.01%
8,095
39 40
41
42 43