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
1101
$238K ﹤0.01%
9,545
+927
1102
$237K ﹤0.01%
4,250
1103
$237K ﹤0.01%
2,232
+169
1104
$236K ﹤0.01%
17,711
-582
1105
$236K ﹤0.01%
+1,651
1106
$235K ﹤0.01%
7,424
-600
1107
$234K ﹤0.01%
+4,139
1108
$233K ﹤0.01%
18,295
-8,220
1109
$232K ﹤0.01%
4,070
-1,000
1110
$231K ﹤0.01%
+2,640
1111
$229K ﹤0.01%
15,242
-1,158
1112
$229K ﹤0.01%
+15,660
1113
$229K ﹤0.01%
5,065
+719
1114
$228K ﹤0.01%
+4,647
1115
$228K ﹤0.01%
12,000
1116
$228K ﹤0.01%
+15,904
1117
$227K ﹤0.01%
+4,696
1118
$227K ﹤0.01%
+7,805
1119
$226K ﹤0.01%
+5,851
1120
$224K ﹤0.01%
+8,761
1121
$224K ﹤0.01%
9,830
+259
1122
$223K ﹤0.01%
+10,158
1123
$223K ﹤0.01%
+20,560
1124
$222K ﹤0.01%
5,326
-10,831
1125
$222K ﹤0.01%
3,889
-17
43 44
45
46 47