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
1251
– –
-4,589
1252
– –
-5,250
1253
– –
-14,000
1254
– –
-5,000
1255
– –
-71,662
1256
– –
-10,624
1257
– –
-23,015
1258
– –
-8,061
1259
– –
-42,644
1260
– –
-17,233
1261
– –
-10,273
1262
– –
-11,234
1263
– –
-5,015
1264
– –
-5,416
1265
– –
-12,070
1266
– –
-75,146
1267
– –
-6,040
1268
– –
-44,100
1269
– –
-44,696
1270
– –
-10,380
1271
– –
-4,501
1272
– –
-8,953
1273
– –
-315,566
1274
– –
-4,411
1275
– –
-13,730
49 50
51
52 53