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
101
$27.6M 0.24%
437,677
+133,991
102
$27M 0.23%
443,132
+18,909
103
$26.7M 0.23%
189,312
+8,061
104
$26.2M 0.23%
522,186
-164,298
105
$26M 0.23%
384,435
+13,022
106
$25.6M 0.22%
360,735
+25,518
107
$25.3M 0.22%
789,270
+2,620
108
$25.2M 0.22%
1,095,843
+69,522
109
$24.9M 0.22%
834,228
+9,208
110
$24.1M 0.21%
509,646
-23,238
111
$23.8M 0.21%
155,108
+18,123
112
$23.7M 0.21%
362,868
-3,295
113
$23.3M 0.2%
337,771
+10,342
114
$23.2M 0.2%
337,630
+53,992
115
$22.6M 0.2%
473,598
-38,693
116
$22.3M 0.19%
199,719
+48,863
117
$22.2M 0.19%
525,688
-59,806
118
$21.9M 0.19%
119,856
+14,929
119
$21.4M 0.19%
384,877
+720
120
$21.4M 0.19%
518,927
-233,946
121
$21.1M 0.18%
203,221
+11,553
122
$20.9M 0.18%
162,308
-9,352
123
$20.7M 0.18%
128,402
+3,899
124
$20.7M 0.18%
1,709,304
-291,191
125
$20.6M 0.18%
113,082
+6,461
3 4
5
6 7