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
301
$1.37M 0.03%
95,002
+477
302
$1.37M 0.03%
19,804
+13,414
303
$1.37M 0.03%
+17,323
304
$1.36M 0.03%
35,550
+300
305
$1.35M 0.03%
23,443
-1,261
306
$1.34M 0.03%
134,070
+60,435
307
$1.34M 0.03%
25,684
+9,409
308
$1.34M 0.03%
31,573
-1,570
309
$1.3M 0.03%
34,614
+2,061
310
$1.29M 0.03%
48,325
-1,700
311
$1.27M 0.03%
28,778
+1,904
312
$1.26M 0.03%
27,286
+2,115
313
$1.26M 0.03%
23,330
+3,699
314
$1.25M 0.03%
29,532
+157
315
$1.24M 0.02%
16,266
+7,121
316
$1.24M 0.02%
23,417
+3,645
317
$1.23M 0.02%
5,665
+3,939
318
$1.2M 0.02%
51,963
-6,594
319
$1.19M 0.02%
43,650
320
$1.18M 0.02%
10,105
+2,095
321
$1.17M 0.02%
27,718
+2,918
322
$1.17M 0.02%
+22,393
323
$1.16M 0.02%
26,432
+1,154
324
$1.13M 0.02%
34,106
+676
325
$1.13M 0.02%
+15,982
11 12
13
14 15