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
251
$4.65M 0.05%
50,424
+5,884
252
$4.59M 0.05%
63,921
+2,890
253
$4.59M 0.05%
59,787
+7,996
254
$4.54M 0.05%
70,795
-20,218
255
$4.51M 0.05%
113,273
-315
256
$4.49M 0.05%
19,833
+1,551
257
$4.39M 0.05%
40,942
-1,785
258
$4.38M 0.05%
3,763
+116
259
$4.38M 0.05%
89,780
+33,091
260
$4.36M 0.05%
185,533
-24,094
261
$4.23M 0.05%
90,670
-1,240
262
$4.22M 0.05%
52,505
-1,474
263
$4.21M 0.05%
164,269
+43,450
264
$4.18M 0.05%
55,356
+19,665
265
$4.14M 0.05%
107,270
+9,426
266
$4.13M 0.05%
34,168
-1,117
267
$4.12M 0.05%
63,968
+1
268
$4.09M 0.05%
26,511
+1,743
269
$4.02M 0.05%
59,116
+1,089
270
$4.01M 0.05%
83,165
-1,210
271
$3.99M 0.05%
66,830
+291
272
$3.96M 0.05%
62,361
-550
273
$3.96M 0.05%
47,830
+1,486
274
$3.91M 0.04%
46,264
+999
275
$3.9M 0.04%
461,746
+43,143
9 10
11
12 13