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
1201
$120K ﹤0.01%
5,050
-369
1202
$116K ﹤0.01%
31,869
1203
$116K ﹤0.01%
+15,250
1204
$113K ﹤0.01%
22,399
-446
1205
$110K ﹤0.01%
+10,010
1206
$107K ﹤0.01%
11,250
1207
$105K ﹤0.01%
+4,490
1208
$101K ﹤0.01%
1,977
+177
1209
$92K ﹤0.01%
+300
1210
$92K ﹤0.01%
10,808
-13,060
1211
$88K ﹤0.01%
20,000
1212
$82K ﹤0.01%
27,000
+4,500
1213
$77K ﹤0.01%
14,900
1214
$76K ﹤0.01%
2,500
1215
$73K ﹤0.01%
133,750
+25,000
1216
$64K ﹤0.01%
15,439
1217
$61K ﹤0.01%
2,105
1218
$59K ﹤0.01%
1,114
+2
1219
$58K ﹤0.01%
2,000
1220
$58K ﹤0.01%
11,269
1221
$58K ﹤0.01%
1,291
-782
1222
– –
0
1223
$53K ﹤0.01%
14,681
-2,553
1224
$50K ﹤0.01%
10,000
1225
$49K ﹤0.01%
10,000
47 48
49
50 51