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
276
$1.66M 0.03%
73,600
277
$1.65M 0.03%
10,235
+2,759
278
$1.65M 0.03%
26,658
+5,660
279
$1.63M 0.03%
61,363
+8,758
280
$1.63M 0.03%
+64,215
281
$1.61M 0.03%
32,257
+1,451
282
$1.6M 0.03%
26,963
-1,165
283
$1.59M 0.03%
91,442
+19,051
284
$1.59M 0.03%
24,187
+2,329
285
$1.58M 0.03%
22,486
-675
286
$1.57M 0.03%
253,913
+209,400
287
$1.55M 0.03%
121,779
-6,996
288
$1.52M 0.03%
43,404
+29,880
289
$1.52M 0.03%
+33,790
290
$1.51M 0.03%
12,238
+400
291
$1.5M 0.03%
21,024
+17,231
292
$1.5M 0.03%
179,716
-230,113
293
$1.48M 0.03%
16,350
+1,950
294
$1.45M 0.03%
22,120
+484
295
$1.44M 0.03%
35,876
-2,797
296
$1.42M 0.03%
15,020
-278
297
$1.42M 0.03%
39,640
+774
298
$1.4M 0.03%
145,626
-252
299
$1.38M 0.03%
12,661
+1,030
300
$1.37M 0.03%
16,340
+1,067
10 11
12
13 14