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
$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
226
$2.67M 0.05%
15
227
$2.67M 0.05%
+130,858
228
$2.65M 0.05%
112,558
+1,390
229
$2.63M 0.05%
20,244
+6,167
230
$2.61M 0.05%
55,440
+10,372
231
$2.55M 0.05%
44,112
+73
232
$2.55M 0.05%
49,919
+9,757
233
$2.52M 0.05%
43,660
-9,442
234
$2.47M 0.05%
48,740
+20,302
235
$2.47M 0.05%
107,085
-3,500
236
$2.41M 0.05%
26,922
+6,483
237
$2.35M 0.05%
39,812
-3,010
238
$2.34M 0.05%
36,165
+670
239
$2.3M 0.05%
30,095
-100
240
$2.3M 0.05%
23,775
+4,959
241
$2.26M 0.05%
24,083
+14,860
242
$2.25M 0.05%
47,646
-1,620
243
$2.23M 0.04%
23,913
+3,497
244
$2.21M 0.04%
64,100
+12,500
245
$2.2M 0.04%
31,260
+2,217
246
$2.14M 0.04%
60,743
+10,312
247
$2.12M 0.04%
27,042
+5,448
248
$2.1M 0.04%
25,182
+12,594
249
$2.06M 0.04%
115,662
+2,691
250
$2.05M 0.04%
43,217
+9,865
8 9
10
11 12