JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
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
+$146M
2
+$61.6M
3
+$54.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$52.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$46.6M

Top Sells

1
+$131M
2
+$52.3M
3
+$18.7M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$13.7M
5
BIIB icon
Biogen
BIIB
+$12.5M

Sector Composition

1 Technology 11.9%
2 Financials 11.3%
3 Healthcare 10.05%
4 Industrials 7.77%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$221K ﹤0.01%
9,212
-21,265
1127
$221K ﹤0.01%
+41,705
1128
$220K ﹤0.01%
+8,770
1129
$220K ﹤0.01%
7,737
-40
1130
$219K ﹤0.01%
4,798
-65
1131
$217K ﹤0.01%
10,450
-2,250
1132
$217K ﹤0.01%
3,006
+22
1133
$217K ﹤0.01%
6,127
-85,257
1134
$215K ﹤0.01%
+2,505
1135
$215K ﹤0.01%
4,198
-652
1136
$214K ﹤0.01%
4,996
-3,490
1137
$214K ﹤0.01%
+8,394
1138
$214K ﹤0.01%
41,735
1139
$212K ﹤0.01%
27,920
+15,095
1140
$212K ﹤0.01%
8,391
+1,378
1141
$212K ﹤0.01%
11,443
1142
$211K ﹤0.01%
+9,004
1143
$211K ﹤0.01%
+3,434
1144
$211K ﹤0.01%
7,840
1145
$210K ﹤0.01%
1,430
+39
1146
$210K ﹤0.01%
+3,483
1147
$209K ﹤0.01%
3,691
1148
$209K ﹤0.01%
+5,696
1149
$208K ﹤0.01%
+4,752
1150
$208K ﹤0.01%
+8,015
44 45
46
47 48