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
1226
$48K ﹤0.01%
10,861
1227
$44K ﹤0.01%
3,675
1228
$42K ﹤0.01%
2,857
1229
$41K ﹤0.01%
13,168
-167,429
1230
$40K ﹤0.01%
19,734
-1,714
1231
$35K ﹤0.01%
15,357
1232
$31K ﹤0.01%
500
-3,825
1233
$31K ﹤0.01%
9,674
1234
$30K ﹤0.01%
1,100
1235
$29K ﹤0.01%
30,500
-50
1236
$26K ﹤0.01%
10,002
+2
1237
$25K ﹤0.01%
26,000
1238
$24K ﹤0.01%
3,580
1239
$22K ﹤0.01%
1,102
1240
$14K ﹤0.01%
1,042
1241
$7K ﹤0.01%
1,000
1242
– –
-2,187
1243
– –
-23,384
1244
– –
-10,254
1245
– –
-6,863
1246
– –
-10,000
1247
– –
-3,478
1248
– –
-9,901
1249
– –
-12,430
1250
– –
-15,607
48 49
50
51 52