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
251
$2.03M 0.04%
30,225
+876
252
$2.03M 0.04%
12,255
-635
253
$2.02M 0.04%
25,476
-8,173
254
$1.97M 0.04%
9,088
+3,539
255
$1.92M 0.04%
21,446
+1,924
256
$1.91M 0.04%
57,222
+4,646
257
$1.85M 0.04%
6,625
+1,146
258
$1.85M 0.04%
22,014
+2,058
259
$1.85M 0.04%
44,966
-3,610
260
$1.85M 0.04%
18,995
+261
261
$1.84M 0.04%
24,266
-4,265
262
$1.83M 0.04%
52,162
+1,744
263
$1.83M 0.04%
24,268
+11,216
264
$1.8M 0.04%
+36,641
265
$1.79M 0.04%
64,005
+4,350
266
$1.76M 0.04%
23,458
-1,350
267
$1.75M 0.04%
59,448
-900
268
$1.75M 0.04%
+90,000
269
$1.74M 0.03%
+30,363
270
$1.71M 0.03%
42,376
+5,343
271
$1.69M 0.03%
102,725
+9,280
272
$1.69M 0.03%
18,675
+2,737
273
$1.68M 0.03%
+27,841
274
$1.67M 0.03%
21,635
+2,306
275
$1.67M 0.03%
7,964
+570
9 10
11
12 13