JPMPWA

J.P. 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
$4.98B
AUM Growth
+$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$38.3M
3
+$18.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$16.1M
5
OEF icon
iShares S&P 100 ETF
OEF
+$15.8M

Top Sells

1
+$42.2M
2
+$36.9M
3
+$25.5M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$20.1M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$16.8M

Sector Composition

1 Technology 12.33%
2 Healthcare 10.59%
3 Energy 10.56%
4 Financials 10.38%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$141M 2.83%
1,126,701
+22,846
2
$134M 2.7%
1,302,631
+175,473
3
$127M 2.56%
6,359,192
+567,476
4
$108M 2.16%
1,063,558
-6,868
5
$98.7M 1.98%
1,212,748
+481,358
6
$97.5M 1.96%
725,974
+36,037
7
$71.2M 1.43%
385,777
+13,379
8
$70.3M 1.41%
746,414
+44,497
9
$70.1M 1.41%
931,380
+214,527
10
$69.2M 1.39%
600,033
+62,432
11
$67M 1.35%
807,921
+19,740
12
$66M 1.33%
367,827
-14,964
13
$65M 1.31%
587,497
+69,558
14
$64.9M 1.3%
905,643
+36,182
15
$62.9M 1.26%
2,254,218
+151,165
16
$62.2M 1.25%
1,063,899
+35,744
17
$60.8M 1.22%
2,092,928
+118,518
18
$56.8M 1.14%
707,026
+33,504
19
$56.4M 1.13%
481,119
+7,907
20
$52.8M 1.06%
710,631
+32,807
21
$51M 1.03%
1,124,450
+72,372
22
$49.3M 0.99%
1,995,704
+219,348
23
$48.9M 0.98%
1,307,687
+125,735
24
$48.6M 0.98%
531,019
-724
25
$48.2M 0.97%
864,293
-10,556
1
2 3 4 5