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
176
$12.6M 0.11%
277,192
+11,264
177
$12.6M 0.11%
141,090
+8,367
178
$12.5M 0.11%
188,124
-21,968
179
$12.5M 0.11%
141,135
-3,510
180
$12.5M 0.11%
66,969
+7,980
181
$12.2M 0.11%
1,212,470
-21,940
182
$12.1M 0.11%
204,239
+108,805
183
$11.8M 0.1%
258,452
-8,084
184
$11.6M 0.1%
104,246
-999
185
$11.6M 0.1%
283,520
+362
186
$11.1M 0.1%
77,094
-14,031
187
$10.9M 0.1%
246,347
-2,531
188
$10.8M 0.09%
219,482
+22,685
189
$10.7M 0.09%
104,364
+7,784
190
$10.6M 0.09%
160,188
+4,122
191
$10.5M 0.09%
103,978
+1,279
192
$10.4M 0.09%
117,667
+325
193
$10.3M 0.09%
99,404
+7,183
194
$10.1M 0.09%
85,069
+6,373
195
$10M 0.09%
90,407
-3,599
196
$9.97M 0.09%
161,651
-4,888
197
$9.96M 0.09%
94,686
-16,772
198
$9.91M 0.09%
133,727
-34,462
199
$9.8M 0.09%
80,148
+7,503
200
$9.64M 0.08%
143,647
-11,938
6 7
8
9 10