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
126
$20.5M 0.18%
495,495
+1,237
127
$20.5M 0.18%
379,212
+20,956
128
$20M 0.17%
229,558
-48,068
129
$20M 0.17%
289,263
+38,535
130
$19.9M 0.17%
256,414
-461
131
$19.8M 0.17%
139,616
-8,209
132
$19.5M 0.17%
383,922
-19,228
133
$19.2M 0.17%
91,562
-10,942
134
$19.2M 0.17%
485,751
-88,232
135
$19M 0.17%
360,273
-5,143
136
$18.6M 0.16%
152,723
+4,962
137
$18.3M 0.16%
75
-568
138
$17.9M 0.16%
218,015
+39,793
139
$17.5M 0.15%
390,419
+21,436
140
$17.5M 0.15%
45,933
+7,740
141
$17.4M 0.15%
746,297
+419,329
142
$17.2M 0.15%
250,701
-3,323
143
$17M 0.15%
2,034,562
+144,125
144
$16.9M 0.15%
412,722
-1,824
145
$16.8M 0.15%
691,720
-12,243
146
$16.8M 0.15%
934,450
-207,022
147
$16.7M 0.15%
129,933
+144
148
$16.7M 0.14%
581,360
+67,837
149
$16.5M 0.14%
198,960
+4,130
150
$16.3M 0.14%
234,741
+362
4 5
6
7 8