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
151
$16.2M 0.14%
210,454
-93,352
152
$16.1M 0.14%
124,910
+38,533
153
$16M 0.14%
233,676
-35,724
154
$15.9M 0.14%
215,423
-13,400
155
$15.9M 0.14%
154,618
+2,829
156
$15.9M 0.14%
423,380
+46,312
157
$15.8M 0.14%
507,444
-7,506
158
$15.6M 0.14%
455,772
+16,077
159
$15.6M 0.14%
207,724
+7,190
160
$15.5M 0.13%
146,963
-39,931
161
$15.4M 0.13%
74,100
162
$15.3M 0.13%
517,378
-4,286
163
$15.2M 0.13%
199,965
+42,742
164
$15M 0.13%
204,169
-11,280
165
$14.5M 0.13%
50,969
-42,054
166
$14.4M 0.13%
204,912
-29,205
167
$14.4M 0.13%
1,361,470
+1,930
168
$14.3M 0.12%
108,819
+14,883
169
$14.3M 0.12%
189,878
-119,139
170
$14.1M 0.12%
169,894
-3,570
171
$13.8M 0.12%
236,233
-14,142
172
$13.6M 0.12%
183,507
+1,661
173
$13.3M 0.12%
189,668
+3,278
174
$13.1M 0.11%
283,914
-8,489
175
$13.1M 0.11%
180,654
+11,118
5 6
7
8 9