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
201
$9.47M 0.08%
76,395
-8,377
202
$9.39M 0.08%
92,896
+3,535
203
$9.02M 0.08%
218,934
+25,330
204
$8.97M 0.08%
450,280
+6,385
205
$8.94M 0.08%
161,356
-26,433
206
$8.86M 0.08%
114,048
+4,009
207
$8.86M 0.08%
195,947
-7,983
208
$8.81M 0.08%
422,916
-65,784
209
$8.58M 0.07%
61,092
-7,508
210
$8.53M 0.07%
190,061
-7,820
211
$8.51M 0.07%
93,799
+81,796
212
$8.42M 0.07%
73,489
+304
213
$8.33M 0.07%
172,294
+22,418
214
$8.21M 0.07%
163,699
-27,844
215
$8.14M 0.07%
106,337
+17,004
216
$8.09M 0.07%
129,209
217
$8.08M 0.07%
196,850
+126,082
218
$8.06M 0.07%
156,977
+22,120
219
$8.02M 0.07%
254,760
+45
220
$7.81M 0.07%
75,127
-19,479
221
$7.51M 0.07%
61,785
+137
222
$7.49M 0.07%
252,247
+2,406
223
$7.49M 0.07%
300,984
+2,399
224
$7.46M 0.06%
392,897
-10,586
225
$7.46M 0.06%
214,027
+20,894
7 8
9
10 11