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
276
$3.89M 0.04%
132,885
-33,274
277
$3.85M 0.04%
46,416
+1,343
278
$3.84M 0.04%
63,490
+19,489
279
$3.84M 0.04%
155,614
280
$3.83M 0.04%
35,387
+1,669
281
$3.79M 0.04%
55,702
+6,410
282
$3.77M 0.04%
70,736
+3,522
283
$3.72M 0.04%
54,481
+20,219
284
$3.72M 0.04%
216,539
+51,765
285
$3.68M 0.04%
39,390
-8,050
286
$3.65M 0.04%
48,455
-4,560
287
$3.63M 0.04%
8,030
-984
288
$3.59M 0.04%
57,916
-42
289
$3.59M 0.04%
92,523
-5,790
290
$3.52M 0.04%
51,564
+12,356
291
$3.42M 0.04%
65,825
+13,547
292
$3.41M 0.04%
170,728
+28,735
293
$3.39M 0.04%
19,100
+1,154
294
$3.38M 0.04%
72,136
-356
295
$3.38M 0.04%
41,219
+2,022
296
$3.36M 0.04%
47,469
+1,186
297
$3.35M 0.04%
303,579
-2,634
298
$3.33M 0.04%
151,560
299
$3.32M 0.04%
130,379
+1,339
300
$3.23M 0.04%
91,569
+14
10 11
12
13 14