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
$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
226
$6.08M 0.07%
71,003
-1,001
227
$5.9M 0.07%
174,304
+14,927
228
$5.87M 0.07%
46,650
+38,072
229
$5.87M 0.07%
139,466
-22,720
230
$5.84M 0.07%
136,203
-45,185
231
$5.84M 0.07%
44,000
+990
232
$5.74M 0.07%
46,805
+5,090
233
$5.72M 0.07%
362,058
-22,726
234
$5.64M 0.06%
+188,376
235
$5.64M 0.06%
32,789
-434
236
$5.59M 0.06%
64,220
-11,882
237
$5.54M 0.06%
66,048
-13,238
238
$5.47M 0.06%
41,482
+37,467
239
$5.42M 0.06%
46,645
+21,552
240
$5.35M 0.06%
48,410
-44,953
241
$5.27M 0.06%
71,119
242
$5.26M 0.06%
49,385
-406
243
$5.17M 0.06%
92,794
+27,896
244
$5M 0.06%
23
+1
245
$4.99M 0.06%
87,494
-3,742
246
$4.89M 0.06%
171,410
+55,386
247
$4.83M 0.06%
281,101
-21,022
248
$4.83M 0.06%
120,323
-11,552
249
$4.73M 0.05%
94,513
-28,806
250
$4.72M 0.05%
68,124
+53,678
8 9
10
11 12