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
1151
$207K ﹤0.01%
+2,448
1152
$207K ﹤0.01%
7,698
1153
$206K ﹤0.01%
+9,723
1154
$205K ﹤0.01%
+31,100
1155
$205K ﹤0.01%
+3,195
1156
$204K ﹤0.01%
+4,903
1157
$203K ﹤0.01%
+3,706
1158
$203K ﹤0.01%
6,424
-2,535
1159
$203K ﹤0.01%
+2,653
1160
$203K ﹤0.01%
+3,863
1161
$202K ﹤0.01%
+3,910
1162
$202K ﹤0.01%
+2,017
1163
$202K ﹤0.01%
3,243
-234
1164
$201K ﹤0.01%
19,394
-39,358
1165
$201K ﹤0.01%
3,386
-62
1166
$201K ﹤0.01%
6,696
-2,089
1167
$200K ﹤0.01%
36,218
-850
1168
$200K ﹤0.01%
5,317
-3,232
1169
$200K ﹤0.01%
7,647
-4,050
1170
$199K ﹤0.01%
11,266
+83
1171
$192K ﹤0.01%
15,856
1172
$191K ﹤0.01%
+10,141
1173
$189K ﹤0.01%
27,490
+11,349
1174
$188K ﹤0.01%
+17,443
1175
$185K ﹤0.01%
10,051
-41
45 46
47
48 49