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
1176
$182K ﹤0.01%
+10,000
1177
$177K ﹤0.01%
15,000
1178
$175K ﹤0.01%
16,001
+3,184
1179
$174K ﹤0.01%
+29,500
1180
$173K ﹤0.01%
+15,500
1181
$170K ﹤0.01%
35,022
-9,485
1182
$163K ﹤0.01%
3,942
-375
1183
$163K ﹤0.01%
22,024
1184
$163K ﹤0.01%
11,641
1185
$160K ﹤0.01%
+10,150
1186
$158K ﹤0.01%
20,829
+471
1187
$154K ﹤0.01%
+10,320
1188
$151K ﹤0.01%
71,074
1189
$150K ﹤0.01%
10,571
+157
1190
$148K ﹤0.01%
5,615
1191
$147K ﹤0.01%
11,287
1192
$140K ﹤0.01%
+2,384
1193
$137K ﹤0.01%
17,825
-2
1194
$137K ﹤0.01%
+11,032
1195
$137K ﹤0.01%
10,064
-4,123
1196
$133K ﹤0.01%
20,019
+272
1197
$130K ﹤0.01%
10,000
1198
$126K ﹤0.01%
13,372
-13,050
1199
$126K ﹤0.01%
5,884
+3,964
1200
$124K ﹤0.01%
12,000
46 47
48
49 50