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
1026
$281K ﹤0.01%
+6,905
1027
$280K ﹤0.01%
8,541
-1,970
1028
$279K ﹤0.01%
13,203
+1,034
1029
$279K ﹤0.01%
12,800
+1,375
1030
$279K ﹤0.01%
4,270
-268
1031
$279K ﹤0.01%
6,045
-1,344
1032
$279K ﹤0.01%
5,606
-835
1033
$278K ﹤0.01%
5,858
1034
$277K ﹤0.01%
5,120
-437
1035
$277K ﹤0.01%
+2,480
1036
$276K ﹤0.01%
6,373
+1,209
1037
$276K ﹤0.01%
+1,764
1038
$276K ﹤0.01%
7,185
+453
1039
$276K ﹤0.01%
3,954
-347
1040
$275K ﹤0.01%
7,847
1041
$274K ﹤0.01%
+11,425
1042
$273K ﹤0.01%
+14,841
1043
$273K ﹤0.01%
+11,130
1044
$272K ﹤0.01%
14,862
+3,846
1045
$271K ﹤0.01%
2,457
+11
1046
$271K ﹤0.01%
7,797
-303
1047
$270K ﹤0.01%
+1,056
1048
$270K ﹤0.01%
+4,035
1049
$269K ﹤0.01%
7,005
-84
1050
$269K ﹤0.01%
7,817
+269
40 41
42
43 44