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
1076
$252K ﹤0.01%
3,222
-2,269
1077
$252K ﹤0.01%
757
-217
1078
$250K ﹤0.01%
9,252
-141,561
1079
$250K ﹤0.01%
17,707
-5,960
1080
$249K ﹤0.01%
3,485
-562
1081
$248K ﹤0.01%
+15,075
1082
$247K ﹤0.01%
+5,846
1083
$246K ﹤0.01%
3,355
-1,587
1084
$246K ﹤0.01%
+2,831
1085
$245K ﹤0.01%
+2,183
1086
$245K ﹤0.01%
4,937
-5,760
1087
$244K ﹤0.01%
2,843
+269
1088
$244K ﹤0.01%
5,609
+100
1089
$244K ﹤0.01%
6,850
1090
$244K ﹤0.01%
14,546
-525
1091
$243K ﹤0.01%
9,361
-585
1092
$242K ﹤0.01%
5,949
-618
1093
$242K ﹤0.01%
3,476
-845
1094
$242K ﹤0.01%
20,544
1095
$241K ﹤0.01%
15,878
+336
1096
$241K ﹤0.01%
7,843
1097
$240K ﹤0.01%
12,130
+1,022
1098
$239K ﹤0.01%
10,000
1099
$239K ﹤0.01%
+13,309
1100
$239K ﹤0.01%
10,916
-500
42 43
44
45 46