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
$8.76B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,212
New
Increased
Reduced
Closed

Top Buys

1 +$134M
2 +$130M
3 +$46.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$26.2M
5
SO icon
Southern Company
SO
+$15.2M

Top Sells

1 +$50.3M
2 +$28.1M
3 +$25M
4
BAC icon
Bank of America
BAC
+$24.8M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$23.3M

Sector Composition

1 Technology 13.01%
2 Healthcare 10.91%
3 Financials 9.97%
4 Industrials 8.94%
5 Communication Services 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$363M 4.14%
11,667,692
+175,708
2
$179M 2.05%
1,548,901
+15,325
3
$157M 1.79%
759,071
+24,450
4
$135M 1.54%
2,378,414
+2,305,621
5
$134M 1.53%
+4,058,210
6
$134M 1.53%
1,276,418
+62,183
7
$132M 1.5%
2,191,824
-248,203
8
$129M 1.48%
1,573,257
+45,197
9
$125M 1.42%
1,001,696
+61,251
10
$124M 1.41%
1,368,717
+9,957
11
$112M 1.28%
1,370,475
-6,576
12
$105M 1.2%
1,303,891
-26,669
13
$99.3M 1.13%
2,042,273
+138,902
14
$99.1M 1.13%
523,856
+61,037
15
$97.2M 1.11%
817,318
-1,911
16
$97.1M 1.11%
1,142,068
+1,985
17
$96.3M 1.1%
3,501,928
-16,185
18
$94.7M 1.08%
1,562,729
+14,628
19
$93.8M 1.07%
909,998
-242,224
20
$93.1M 1.06%
973,932
+37,637
21
$87.9M 1%
1,192,239
+68,713
22
$82.3M 0.94%
664,456
-730
23
$82.3M 0.94%
2,492,404
+27,000
24
$80.7M 0.92%
1,483,229
+59,059
25
$80.5M 0.92%
2,825,604
+121,604