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
1051
$268K ﹤0.01%
24,360
1052
$267K ﹤0.01%
10,320
1053
$266K ﹤0.01%
+6,924
1054
$266K ﹤0.01%
5,562
-1,506
1055
$266K ﹤0.01%
14,150
+2,460
1056
$264K ﹤0.01%
5,491
+1,300
1057
$263K ﹤0.01%
1,861
-201
1058
$263K ﹤0.01%
22,611
+8,269
1059
$262K ﹤0.01%
+13,210
1060
$261K ﹤0.01%
+2,815
1061
$261K ﹤0.01%
+7,565
1062
$260K ﹤0.01%
7,098
+446
1063
$260K ﹤0.01%
9,015
-5,090
1064
$259K ﹤0.01%
+2,452
1065
$258K ﹤0.01%
+7,742
1066
$258K ﹤0.01%
+6,851
1067
$257K ﹤0.01%
34,100
-3,750
1068
$257K ﹤0.01%
23,985
+2,994
1069
$256K ﹤0.01%
3,611
-1,812
1070
$255K ﹤0.01%
9,065
+4,311
1071
$255K ﹤0.01%
+12,131
1072
$253K ﹤0.01%
9,444
+21
1073
$253K ﹤0.01%
+11,443
1074
$253K ﹤0.01%
15,000
1075
$252K ﹤0.01%
32,000
-54,682
41 42
43
44 45